X-Square Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

X-Square Capital’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 Q1	$1.27M	Buy	20,705 +1,003	+5%	+$53.8K	0.43%	76
2025 Q4	$881K	Buy	19,702 +744	+4%	+$33.1K	0.29%	93
2025 Q3	$847K	Sell	18,958 -24,978	-57%	-$1.09M	0.26%	93
2025 Q2	$1.86M	Sell	43,936 -270	-0.6%	-$11.2K	0.67%	52
2025 Q1	$2.07M	Buy	44,206 +628	+1%	+$28.3K	0.89%	37
2024 Q4	$1.87M	Sell	43,578 -11,804	-21%	-$536K	0.77%	46
2024 Q3	$2.43M	Buy	55,382 +1,124	+2%	+$50.2K	1.07%	32
2024 Q2	$2.47M	Buy	54,258 +11,542	+27%	+$538K	1.15%	29
2024 Q1	$2.01M	Sell	42,716 -15,750	-27%	-$677K	0.95%	41
2023 Q4	$2.45M	Sell	58,466 -50,148	-46%	-$2.14M	1.35%	19
2023 Q3	$4.41M	Hold	108,614	–	–	2.96%	1
2023 Q2	$4.41M	Sell	108,614 -20,604	-16%	-$839K	2.96%	1
2023 Q1	$5.35M	Sell	129,218 -3,316	-3%	-$142K	3.16%	2
2022 Q4	$5.8M	Buy	132,534 +58,376	+79%	+$2.54M	3.3%	1
2022 Q3	$2.67M	Buy	74,158 +45,366	+158%	+$1.72M	1.7%	11
2022 Q2	$1.03M	Sell	28,792 -134,434	-82%	-$5.39M	0.62%	62
2022 Q1	$6.24M	Buy	163,226 +126,346	+343%	+$4.38M	3.24%	1
2021 Q4	$1.02M	Sell	36,880 -2,274	-6%	-$64.3K	0.51%	71
2021 Q3	$1.02M	Sell	39,154 -35,592	-48%	-$882K	0.53%	65
2021 Q2	$2.01M	Buy	74,746 +8,018	+12%	+$209K	0.96%	38
2021 Q1	$1.64M	Sell	66,728 -4,720	-7%	-$109K	0.76%	36
2020 Q4	$1.35M	Sell	71,448 -2,600	-4%	-$44.8K	0.73%	40
2020 Q3	$1.11M	Hold	74,048	–	–	0.8%	39
2020 Q2	$1.4M	Buy	+74,048	New	+$1.38M	1%	25

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

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

X-Square Capital's XLE Position: Q1 2026 in Review

X-Square Capital increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.1% in Q1 2026, buying an estimated $53.8K and bringing the position to 20,705 shares worth $1.27M. The position accounts for 0.43% of the portfolio, ranked #76.

X-Square Capital first reported a position in XLE in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.24M in Q1 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

X-Square Capital held 20,705 shares of State Street Energy Select Sector SPDR ETF worth $1.27M as of Q1 2026.
X-Square Capital bought 1,003 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $53.8K.
State Street Energy Select Sector SPDR ETF made up 0.43% of X-Square Capital's portfolio in Q1 2026, its #76 holding.
X-Square Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
X-Square Capital's State Street Energy Select Sector SPDR ETF position peaked at $6.24M in Q1 2022.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on X-Square Capital's 13F filing for Q1 2026, filed 15 May 2026.