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
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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Winton Group's XLE Position: Q3 2025 in Review

Winton Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 69,238 shares — an estimated $2.94M sold.

Winton Group first reported a position in XLE in Q3 2020 and held it in 13 quarters. The position peaked at $59.9M in Q2 2021. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Winton Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Winton Group sold 69,238 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $2.94M.
Winton Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and held it in 13 quarters.
Winton Group's State Street Energy Select Sector SPDR ETF position peaked at $59.9M in Q2 2021.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Winton Group's 13F filing for Q3 2025, filed 13 Nov 2025.