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

Triumph Capital Management’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	$355K	Buy	6,691 +177	+3%	+$10.1K	0.06%	271
2026 Q1	$399K	Sell	6,514 -1,605	-20%	-$86.1K	0.08%	213
2025 Q4	$363K	Sell	8,119 -4,679	-37%	-$208K	0.08%	222
2025 Q3	$572K	Sell	12,798 -3,736	-23%	-$164K	0.15%	149
2025 Q2	$701K	Sell	16,534 -822	-5%	-$34.2K	0.21%	117
2025 Q1	$811K	Sell	17,356 -6,066	-26%	-$274K	0.27%	98
2024 Q4	$1M	Sell	23,422 -10,934	-32%	-$497K	0.34%	64
2024 Q3	$1.51M	Buy	34,356 +27,036	+369%	+$1.21M	0.54%	38
2024 Q2	$334K	Sell	7,320 -28,776	-80%	-$1.34M	0.13%	164
2024 Q1	$1.72M	Sell	36,096 -9,336	-21%	-$401K	0.7%	34
2023 Q4	$1.9M	Buy	+45,432	New	+$1.94M	0.81%	29
2023 Q3	–	Sell	-53,888	Closed	-$2.19M	–	256
2023 Q2	$2.19M	Buy	53,888 +15,154	+39%	+$617K	0.99%	24
2023 Q1	$1.6M	Buy	38,734 +20,268	+110%	+$867K	0.82%	24
2022 Q4	$808K	Sell	18,466 -4,912	-21%	-$214K	0.43%	49
2022 Q3	$842K	Buy	+23,378	New	+$884K	0.46%	49
2021 Q4	–	Sell	-87,666	Closed	-$2.28M	–	234
2021 Q3	$2.28M	Buy	87,666 +2,258	+3%	+$55.9K	1.07%	26
2021 Q2	$2.17M	Buy	+85,408	New	+$2.22M	1.27%	17

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Triumph Capital Management's XLE Position: Q2 2026 in Review

Triumph Capital Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.7% in Q2 2026, buying an estimated $10.1K and bringing the position to 6,691 shares worth $355K. The position accounts for 0.06% of the portfolio, ranked #271.

Triumph Capital Management first reported a position in XLE in Q2 2021 and has held it in 17 quarters since. The position peaked at $2.28M in Q3 2021. 502 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Triumph Capital Management held 6,691 shares of State Street Energy Select Sector SPDR ETF worth $355K as of Q2 2026.
Triumph Capital Management bought 177 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $10.1K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Triumph Capital Management's portfolio in Q2 2026, its #271 holding.
Triumph Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 17 quarters since.
Triumph Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $2.28M in Q3 2021.
502 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.