Winton Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Winton Group’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	$11.2M	Buy	+210,863	New	+$12.1M	0.36%	65
2025 Q3	–	Sell	-69,238	Closed	-$2.94M	–	1068
2025 Q2	$2.94M	Sell	69,238 -35,752	-34%	-$1.49M	0.15%	187
2025 Q1	$4.91M	Sell	104,990 -236,462	-69%	-$10.7M	0.3%	87
2024 Q4	$14.6M	Buy	+341,452	New	+$15.5M	0.97%	15
2024 Q3	–	Sell	-242,772	Closed	-$11.1M	–	785
2024 Q2	$11.1M	Buy	+242,772	New	+$11.3M	0.75%	40
2022 Q4	–	Sell	-222,552	Closed	-$8.01M	–	1052
2022 Q3	$8.01M	Sell	222,552 -4,444	-2%	-$168K	0.52%	22
2022 Q2	$8.12M	Buy	226,996 +207,514	+1,065%	+$8.33M	0.43%	33
2022 Q1	$745K	Sell	19,482 -488,802	-96%	-$16.9M	0.04%	564
2021 Q4	$14.1M	Sell	508,284 -36,916	-7%	-$1.04M	0.85%	9
2021 Q3	$14.2M	Sell	545,200 -1,679,254	-75%	-$41.6M	0.8%	5
2021 Q2	$59.9M	Buy	2,224,454 +490,624	+28%	+$12.8M	3.22%	2
2021 Q1	$42.5M	Buy	1,733,830 +1,491,152	+614%	+$34.4M	2.43%	5
2020 Q4	$4.6M	Sell	242,678 -274,188	-53%	-$4.72M	0.33%	21
2020 Q3	$7.74M	Buy	+516,866	New	+$9.18M	0.25%	42

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 22.9% 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

Winton Group's XLE Position: Q2 2026 in Review

Winton Group opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 210,863 shares worth $11.2M. The stake represents 0.36% of the portfolio and ranks #65 among its holdings. This is a return to the name: Winton Group previously reported a position in XLE as recently as Q2 2025.

Winton Group first reported a position in XLE in Q3 2020 and has held it in 14 quarters since. The position peaked at $59.9M in Q2 2021. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Winton Group held 210,863 shares of State Street Energy Select Sector SPDR ETF worth $11.2M as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Winton Group position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.36% of Winton Group's portfolio in Q2 2026, its #65 holding.
Winton Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and has held it in 14 quarters since.
Winton Group's State Street Energy Select Sector SPDR ETF position peaked at $59.9M in Q2 2021.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.