WF
XLE icon

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
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

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

WinCap Financial's XLE Position: Q2 2026 in Review

WinCap Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.5% in Q2 2026, buying an estimated $206K and bringing the position to 41,560 shares worth $2.21M. The position accounts for 1.19% of the portfolio, ranked #20.

WinCap Financial first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q1 2026. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • WinCap Financial held 41,560 shares of State Street Energy Select Sector SPDR ETF worth $2.21M as of Q2 2026.
  • WinCap Financial bought 3,602 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $206K.
  • State Street Energy Select Sector SPDR ETF made up 1.19% of WinCap Financial's portfolio in Q2 2026, its #20 holding.
  • WinCap Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • WinCap Financial's State Street Energy Select Sector SPDR ETF position peaked at $2.33M in Q1 2026.
  • 700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.