AlTi Global’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

AlTi Global’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	$7.8M	Sell	146,918 -5,688	-4%	-$325K	0.16%	75
2026 Q1	$9.34M	Buy	152,606 +3,718	+2%	+$199K	0.2%	59
2025 Q4	$6.66M	Sell	148,888 -1,452	-1%	-$64.7K	0.14%	78
2025 Q3	$6.72M	Sell	150,340 -29,670	-16%	-$1.3M	0.16%	80
2025 Q2	$7.93M	Sell	180,010 -9,138	-5%	-$381K	0.2%	68
2025 Q1	$8.84M	Sell	189,148 -19,368	-9%	-$873K	0.23%	51
2024 Q4	$9.62M	Sell	208,516 -6,770	-3%	-$308K	0.23%	53
2024 Q3	$9.45M	Sell	215,286 -2,324	-1%	-$104K	0.23%	54
2024 Q2	$9.92M	Buy	217,610 +23,224	+12%	+$1.08M	0.27%	47
2024 Q1	$9.18M	Sell	194,386 -20,654	-10%	-$887K	0.26%	48
2023 Q4	$9.01M	Buy	+215,040	New	+$9.19M	0.28%	50

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 22.96% 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

AlTi Global's XLE Position: Q2 2026 in Review

AlTi Global reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.7% in Q2 2026, selling an estimated $325K and leaving 146,918 shares worth $7.8M. The position accounts for 0.16% of the portfolio, ranked #75.

AlTi Global first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.92M in Q2 2024. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

AlTi Global held 146,918 shares of State Street Energy Select Sector SPDR ETF worth $7.8M as of Q2 2026.
AlTi Global sold 5,688 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $325K.
State Street Energy Select Sector SPDR ETF made up 0.16% of AlTi Global's portfolio in Q2 2026, its #75 holding.
AlTi Global first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
AlTi Global's State Street Energy Select Sector SPDR ETF position peaked at $9.92M in Q2 2024.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.