Windsor Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $726K | Sell |
13,675
-937
| -6% | -$53.6K | 0.19% | 72 |
|
|
2026
Q1 | $895K | Sell |
14,612
-1,955
| -12% | -$105K | 0.25% | 61 |
|
|
2025
Q4 | $741K | Sell |
16,567
-25
| -0.2% | -$1.11K | 0.2% | 67 |
|
|
2025
Q3 | $741K | Buy |
16,592
+620
| +4% | +$27.1K | 0.2% | 66 |
|
|
2025
Q2 | $677K | Sell |
15,972
-1,554
| -9% | -$64.7K | 0.2% | 70 |
|
|
2025
Q1 | $819K | Buy |
17,526
+168
| +1% | +$7.58K | 0.25% | 58 |
|
|
2024
Q4 | $743K | Sell |
17,358
-304
| -2% | -$13.8K | 0.22% | 63 |
|
|
2024
Q3 | $775K | Buy |
17,662
+54
| +0.3% | +$2.41K | 0.23% | 62 |
|
|
2024
Q2 | $802K | Sell |
17,608
-5,040
| -22% | -$235K | 0.25% | 57 |
|
|
2024
Q1 | $1.07M | Buy |
22,648
+554
| +3% | +$23.8K | 0.33% | 54 |
|
|
2023
Q4 | $926K | Sell |
22,094
-36
| -0.2% | -$1.54K | 0.3% | 54 |
|
|
2023
Q3 | $1M | Sell |
22,130
-2,660
| -11% | -$116K | 0.35% | 49 |
|
|
2023
Q2 | $1.01M | Sell |
24,790
-254
| -1% | -$10.3K | 0.33% | 50 |
|
|
2023
Q1 | $1.04M | Sell |
25,044
-1,050
| -4% | -$44.9K | 0.36% | 49 |
|
|
2022
Q4 | $1.14M | Sell |
26,094
-6
| -0% | -$261 | 0.42% | 46 |
|
|
2022
Q3 | $939K | Sell |
26,100
-2,350
| -8% | -$88.9K | 0.35% | 50 |
|
|
2022
Q2 | $1.02M | Sell |
28,450
-3,226
| -10% | -$129K | 0.36% | 49 |
|
|
2022
Q1 | $1.21M | Sell |
31,676
-118
| -0.4% | -$4.09K | 0.38% | 49 |
|
|
2021
Q4 | $882K | Buy |
31,794
+1,456
| +5% | +$41.1K | 0.27% | 60 |
|
|
2021
Q3 | $790K | Sell |
30,338
-4,550
| -13% | -$113K | 0.25% | 61 |
|
|
2021
Q2 | $939K | Sell |
34,888
-3,228
| -8% | -$83.9K | 0.31% | 55 |
|
|
2021
Q1 | $934K | Sell |
38,116
-4,642
| -11% | -$107K | 0.32% | 55 |
|
|
2020
Q4 | $810K | Sell |
42,758
-3,026
| -7% | -$52.1K | 0.3% | 59 |
|
|
2020
Q3 | $685K | Buy |
45,784
+5,070
| +12% | +$90K | 0.29% | 67 |
|
|
2020
Q2 | $770K | Buy |
40,714
+5,138
| +14% | +$95.5K | 0.33% | 61 |
|
|
2020
Q1 | $516K | Sell |
35,576
-842
| -2% | -$20K | 0.26% | 69 |
|
|
2019
Q4 | $1.09M | Sell |
36,418
-2,182
| -6% | -$64.7K | 0.46% | 50 |
|
|
2019
Q3 | $1.14M | Sell |
38,600
-880
| -2% | -$26.6K | 0.51% | 51 |
|
|
2019
Q2 | $1.26M | Sell |
39,480
-532
| -1% | -$17K | 0.58% | 44 |
|
|
2019
Q1 | $1.32M | Sell |
40,012
-2,610
| -6% | -$83.8K | 0.62% | 41 |
|
|
2018
Q4 | $1.22M | Sell |
42,622
-1,240
| -3% | -$41.5K | 0.63% | 40 |
|
|
2018
Q3 | $1.66M | Sell |
43,862
-1,820
| -4% | -$68.2K | 0.75% | 33 |
|
|
2018
Q2 | $1.73M | Buy |
45,682
+1,438
| +3% | +$53.4K | 0.81% | 32 |
|
|
2018
Q1 | $1.49M | Sell |
44,244
-4,494
| -9% | -$159K | 0.7% | 36 |
|
|
2017
Q4 | $1.76M | Buy |
48,738
+1,310
| +3% | +$45.1K | 0.82% | 30 |
|
|
2017
Q3 | $1.54M | Hold |
47,428
| – | – | 0.78% | 30 |
|
|
2017
Q2 | $1.54M | Buy |
47,428
+2,222
| +5% | +$74.7K | 0.77% | 30 |
|
|
2017
Q1 | $1.58M | Sell |
45,206
-758
| -2% | -$27.4K | 0.82% | 29 |
|
|
2016
Q4 | $1.73M | Sell |
45,964
-1,770
| -4% | -$64K | 0.93% | 29 |
|
|
2016
Q3 | $1.69M | Sell |
47,734
-178
| -0.4% | -$6.1K | 0.92% | 30 |
|
|
2016
Q2 | $1.63M | Sell |
47,912
-1,810
| -4% | -$59.7K | 0.95% | 30 |
|
|
2016
Q1 | $1.54M | Buy |
49,722
+1,300
| +3% | +$37.7K | 0.96% | 29 |
|
|
2015
Q4 | $1.46M | Sell |
48,422
-354
| -0.7% | -$11.7K | 0.91% | 31 |
|
|
2015
Q3 | $1.49M | Buy |
48,776
+1,006
| +2% | +$33.9K | 0.88% | 30 |
|
|
2015
Q2 | $1.79M | Buy |
47,770
+2,316
| +5% | +$91.9K | 1.04% | 28 |
|
|
2015
Q1 | $1.76M | Sell |
45,454
-8,090
| -15% | -$313K | 1.02% | 28 |
|
|
2014
Q4 | $2.12M | Buy |
53,544
+678
| +1% | +$28.2K | 1.19% | 26 |
|
|
2014
Q3 | $2.4M | Sell |
52,866
-162
| -0.3% | -$7.85K | 1.36% | 22 |
|
|
2014
Q2 | $2.65M | Buy |
53,028
+1,134
| +2% | +$53.7K | 1.49% | 22 |
|
|
2014
Q1 | $2.31M | Buy |
51,894
+1,806
| +4% | +$77.9K | 1.37% | 22 |
|
|
2013
Q4 | $2.22M | Sell |
50,088
-4,362
| -8% | -$188K | 1.3% | 23 |
|
|
2013
Q3 | $2.26M | Sell |
54,450
-12,414
| -19% | -$511K | 1.31% | 23 |
|
|
2013
Q2 | $2.62M | Buy |
+66,864
| New | +$2.65M | 1.57% | 21 |
|
Other funds holding XLE
Windsor Capital Management's XLE Position: Q2 2026 in Review
Windsor Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.4% in Q2 2026, selling an estimated $53.6K and leaving 13,675 shares worth $726K. The position accounts for 0.19% of the portfolio, ranked #72.
Windsor Capital Management first reported a position in XLE in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.65M in Q2 2014. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Windsor Capital Management held 13,675 shares of State Street Energy Select Sector SPDR ETF worth $726K as of Q2 2026.
- Windsor Capital Management sold 937 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $53.6K.
- State Street Energy Select Sector SPDR ETF made up 0.19% of Windsor Capital Management's portfolio in Q2 2026, its #72 holding.
- Windsor Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
- Windsor Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $2.65M in Q2 2014.
- 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.