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

Vista 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	$206K	Hold	3,887	–	–	0.06%	172
2026 Q1	$238K	Buy	+3,887	New	+$209K	0.08%	162
2018 Q4	–	Sell	-6,020	Closed	-$228K	–	142
2018 Q3	$228K	Hold	6,020	–	–	0.2%	136
2018 Q2	$229K	Sell	6,020 -14	-0.2%	-$520	0.22%	129
2018 Q1	$203K	Sell	6,034 -280	-4%	-$9.91K	0.21%	130
2017 Q4	$228K	Buy	+6,314	New	+$217K	0.24%	120

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

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

Vista Investment Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 3,887 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #172.

Vista Investment Management first reported a position in XLE in Q4 2017 and has held it in 6 quarters since. The position peaked at $238K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Vista Investment Management held 3,887 shares of State Street Energy Select Sector SPDR ETF worth $206K as of Q2 2026.
Vista Investment Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.06% of Vista Investment Management's portfolio in Q2 2026, its #172 holding.
Vista Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 6 quarters since.
Vista Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $238K in Q1 2026.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.