Analyst IMS Investment Management Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Analyst IMS Investment Management Services’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	$249K	Buy	+4,064	New	+$218K	0.01%	134
2019 Q3	–	Sell	-12,982	Closed	-$414K	–	94
2019 Q2	$414K	Hold	12,982	–	–	0.12%	79
2019 Q1	$429K	Sell	12,982 -100	-0.8%	-$3.21K	0.13%	79
2018 Q4	$375	Hold	13,082	–	–	0.06%	83
2018 Q3	$497	Hold	13,082	–	–	0.08%	86
2018 Q2	$493K	Sell	13,082 -1,450	-10%	-$53.9K	0.15%	79
2018 Q1	$489K	Hold	14,532	–	–	0.15%	80
2017 Q4	$525K	Sell	14,532 -412	-3%	-$14.2K	0.16%	82
2017 Q3	$512K	Hold	14,944	–	–	0.17%	84
2017 Q2	$486K	Hold	14,944	–	–	0.17%	85
2017 Q1	$522K	Hold	14,944	–	–	0.2%	79
2016 Q4	$563K	Sell	14,944 -2,622	-15%	-$94.8K	0.25%	71
2016 Q3	$620K	Sell	17,566 -4,724	-21%	-$162K	0.26%	66
2016 Q2	$760K	Hold	22,290	–	–	0.32%	59
2016 Q1	$690K	Sell	22,290 -29,380	-57%	-$852K	0.3%	62
2015 Q4	$1.56M	Sell	51,670 -180	-0.3%	-$5.92K	0.65%	41
2015 Q3	$1.59M	Sell	51,850 -3,954	-7%	-$133K	0.67%	44
2015 Q2	$2.1M	Sell	55,804 -3,800	-6%	-$151K	0.82%	38
2015 Q1	$2.33M	Buy	59,604 +48,892	+456%	+$1.89M	0.9%	34
2014 Q4	$426K	Buy	+10,712	New	+$445K	0.16%	82

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

Analyst IMS Investment Management Services's XLE Position: Q1 2026 in Review

Analyst IMS Investment Management Services opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 4,064 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #134 among its holdings. This is a return to the name: Analyst IMS Investment Management Services previously reported a position in XLE as recently as Q2 2019.

Analyst IMS Investment Management Services first reported a position in XLE in Q4 2014 and has held it in 20 quarters since. The position peaked at $2.33M in Q1 2015. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Analyst IMS Investment Management Services held 4,064 shares of State Street Energy Select Sector SPDR ETF worth $249K as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Analyst IMS Investment Management Services position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #134 holding.
Analyst IMS Investment Management Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 20 quarters since.
Analyst IMS Investment Management Services's State Street Energy Select Sector SPDR ETF position peaked at $2.33M in Q1 2015.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.