VELA Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

VELA Investment 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	–	Sell	-30,000	Closed	-$1.84M	–	194
2026 Q1	$1.84M	Buy	+30,000	New	+$1.61M	0.42%	75
2024 Q1	–	Sell	-20,000	Closed	-$838K	–	180
2023 Q4	$838K	Buy	+20,000	New	+$855K	0.32%	104

Other funds holding XLE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

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

VELA Investment Management's XLE Position: Q2 2026 in Review

VELA Investment Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 724 shares — an estimated $44.4K sold.

VELA Investment Management first reported a position in XLE in Q4 2023 and held it in 2 quarters. The position peaked at $44.4K in Q1 2026. 1,024 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

VELA Investment Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
VELA Investment Management sold 724 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $44.4K.
VELA Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
VELA Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $44.4K in Q1 2026.
1,024 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.