AHL Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

AHL Investment Management’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	$302K	Hold	6,764	–	–	0.21%	57
2025 Q2	$287K	Hold	6,764	–	–	0.19%	58
2025 Q1	$316K	Hold	6,764	–	–	0.22%	59
2024 Q4	$290K	Sell	6,764 -538	-7%	-$24.4K	0.2%	59
2024 Q3	$321K	Hold	7,302	–	–	0.22%	59
2024 Q2	$333K	Hold	7,302	–	–	0.24%	58
2024 Q1	$345K	Hold	7,302	–	–	0.26%	50
2023 Q4	$306K	Hold	7,302	–	–	0.25%	50
2023 Q3	$330K	Hold	7,302	–	–	0.29%	50
2023 Q2	$296K	Sell	7,302 -10	-0.1%	-$407	0.26%	51
2023 Q1	$303K	Hold	7,312	–	–	0.28%	52
2022 Q4	$320K	Sell	7,312 -240	-3%	-$10.4K	0.3%	50
2022 Q3	$272K	Hold	7,552	–	–	0.28%	49
2022 Q2	$270K	Sell	7,552 -72	-0.9%	-$2.89K	0.27%	50
2022 Q1	$291K	Sell	7,624 -3,964	-34%	-$137K	0.27%	51
2021 Q4	$322K	Buy	+11,588	New	+$327K	0.29%	53

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

AHL Investment Management's XLE Position: Q3 2025 in Review

AHL Investment Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2025 at 6,764 shares worth $302K. The position accounts for 0.21% of the portfolio, ranked #57.

AHL Investment Management first reported a position in XLE in Q4 2021 and has held it in 16 quarters since. The position peaked at $345K in Q1 2024. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

AHL Investment Management held 6,764 shares of State Street Energy Select Sector SPDR ETF worth $302K as of Q3 2025.
AHL Investment Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Energy Select Sector SPDR ETF made up 0.21% of AHL Investment Management's portfolio in Q3 2025, its #57 holding.
AHL Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
AHL Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $345K in Q1 2024.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.