WinCap Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

WinCap Financial’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 Q3	$2.93M	Buy	47,693 +6,133	+15%	+$372K	1.59%	14
2026 Q2	$2.21M	Buy	41,560 +3,602	+9%	+$206K	1.19%	20
2026 Q1	$2.33M	Buy	37,958 +1,564	+4%	+$83.9K	1.55%	15
2025 Q4	$1.63M	Buy	36,394 +714	+2%	+$31.8K	1.12%	23
2025 Q3	$1.59M	Sell	35,680 -9,942	-22%	-$435K	1.1%	21
2025 Q2	$1.93M	Sell	45,622 -1,668	-4%	-$69.5K	1.55%	13
2025 Q1	$2.21M	Buy	47,290 +716	+2%	+$32.3K	2.1%	10
2024 Q4	$1.99M	Buy	+46,574	New	+$2.12M	2.03%	11

Other funds holding XLE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

WinCap Financial's XLE Position: Q3 2026 in Review

WinCap Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 15% in Q3 2026, buying an estimated $372K and bringing the position to 47,693 shares worth $2.93M. The position accounts for 1.59% of the portfolio, ranked #14.

WinCap Financial first reported a position in XLE in Q4 2024 and has held it in 8 quarters since. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

WinCap Financial held 47,693 shares of State Street Energy Select Sector SPDR ETF worth $2.93M as of Q3 2026.
WinCap Financial bought 6,133 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $372K.
State Street Energy Select Sector SPDR ETF made up 1.59% of WinCap Financial's portfolio in Q3 2026, its #14 holding.
WinCap Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on WinCap Financial's 13F filing for Q3 2026, filed 20 Oct 2026.