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

Viewpoint 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	$81.8K	Sell	1,490 -4,350	-74%	-$249K	0.04%	107
2026 Q1	$358K	Hold	5,840	–	–	0.17%	80
2025 Q4	$261K	Hold	5,840	–	–	0.11%	94
2025 Q3	$261K	Sell	5,840 -400	-6%	-$17.5K	0.11%	93
2025 Q2	$265K	Hold	6,240	–	–	0.13%	88
2025 Q1	$292K	Hold	6,240	–	–	0.16%	88
2024 Q4	$267K	Hold	6,240	–	–	0.14%	89
2024 Q3	$272K	Hold	6,240	–	–	0.15%	89
2024 Q2	$284K	Hold	6,240	–	–	0.17%	86
2024 Q1	$295K	Hold	6,240	–	–	0.19%	82
2023 Q4	$262K	Hold	6,240	–	–	0.18%	83
2023 Q3	$282K	Hold	6,240	–	–	0.23%	70
2023 Q2	$253K	Hold	6,240	–	–	0.2%	80
2023 Q1	$258K	Sell	6,240 -500	-7%	-$21.4K	0.23%	73
2022 Q4	$295K	Buy	6,740 +800	+13%	+$34.8K	0.29%	65
2022 Q3	$207K	Buy	5,940 +200	+3%	+$7.56K	0.2%	75
2022 Q2	$205K	Sell	5,740 -1,860	-24%	-$74.6K	0.19%	79
2022 Q1	$290K	Hold	7,600	–	–	0.22%	72
2021 Q4	$211K	Buy	+7,600	New	+$215K	0.15%	85

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

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

Viewpoint Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 74% in Q2 2026, selling an estimated $249K and leaving 1,490 shares worth $81.8K. The position accounts for 0.04% of the portfolio, ranked #107.

Viewpoint Capital Management first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $358K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Viewpoint Capital Management held 1,490 shares of State Street Energy Select Sector SPDR ETF worth $81.8K as of Q2 2026.
Viewpoint Capital Management sold 4,350 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $249K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Viewpoint Capital Management's portfolio in Q2 2026, its #107 holding.
Viewpoint Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Viewpoint Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $358K 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 Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.