Town Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Town Capital’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-11,538	Closed	-$707K	–	88
2026 Q1	$707K	Buy	11,538 +1,094	+10%	+$58.7K	0.57%	33
2025 Q4	$467K	Buy	+10,444	New	+$465K	0.38%	52

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Town Capital's XLE Position: Q2 2026 in Review

Town Capital sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 11,538 shares — an estimated $707K sold.

Town Capital first reported a position in XLE in Q4 2025 and held it in 2 quarters. The position peaked at $707K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Town Capital reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Town Capital sold 11,538 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $707K.
Town Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
Town Capital's State Street Energy Select Sector SPDR ETF position peaked at $707K in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Town Capital's 13F filing for Q2 2026, filed 28 Jul 2026.