Question 1

How many shares of XLE does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 363,667 shares of XLE (ENERGY SELECT SECTOR SPDR).

Question 2

What is &PARTNERS's XLE position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's XLE position is worth $19.3M.

Question 3

Is &PARTNERS buying or selling XLE?

Accepted Answer

In 2026-Q2, &PARTNERS decreased their XLE position (-4.1% change in shares).

Question 4

When did &PARTNERS first buy XLE?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in XLE in 2024-Q3. They have held the position across 22 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	363,667	-4.1%	$19.3M	0.1%	$53.11	0
2026-Q1	Decreased	379,236	-2.0%	$23.2M	0.1%	$60.82	0
2025-Q4	Increased	386,838	+122.4%	$17.3M	0.1%	$44.10	46
2025-Q3	Decreased	173,973	-11.9%	$15.5M	0.1%	$43.69	0
2025-Q2	Decreased	197,391	-10.2%	$16.7M	0.1%	$41.12	0
2025-Q1	Increased	219,718	+3.4%	$20.3M	0.2%	$44.95	35
2024-Q4	Increased	212,432	+73.6%	$18.6M	0.2%	$40.88	51
2024-Q3	Increased	122,389	+205.8%	$10.7M	0.2%	$41.55	54