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 Q2	$225K	Buy	4,239 +175	+4%	+$10K	0.01%	150
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	$375K	Hold	13,082	–	–	0.06%	83
2018 Q3	$497K	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 $1.55T 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

Analyst IMS Investment Management Services's XLE Position: Q2 2026 in Review

Analyst IMS Investment Management Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.3% in Q2 2026, buying an estimated $10K and bringing the position to 4,239 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #150.

Analyst IMS Investment Management Services first reported a position in XLE in Q4 2014 and has held it in 21 quarters since. The position peaked at $2.33M in Q1 2015. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Analyst IMS Investment Management Services held 4,239 shares of State Street Energy Select Sector SPDR ETF worth $225K as of Q2 2026.
Analyst IMS Investment Management Services bought 175 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $10K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #150 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 21 quarters since.
Analyst IMS Investment Management Services's State Street Energy Select Sector SPDR ETF position peaked at $2.33M in Q1 2015.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.