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

Anchor 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
2026 Q1	$346K	Sell	5,640 -132	-2%	-$7.08K	0.03%	302
2025 Q4	$258K	Sell	5,772 -368	-6%	-$16.4K	0.02%	342
2025 Q3	$274K	Hold	6,140	–	–	0.02%	334
2025 Q2	$260K	Buy	6,140 +60	+1%	+$2.5K	0.02%	328
2025 Q1	$284K	Sell	6,080 -100	-2%	-$4.51K	0.03%	314
2024 Q4	$265K	Sell	6,180 -140	-2%	-$6.36K	0.02%	323
2024 Q3	$277K	Sell	6,320 -200	-3%	-$8.94K	0.03%	321
2024 Q2	$297K	Sell	6,520 -398	-6%	-$18.5K	0.03%	293
2024 Q1	$327K	Buy	6,918 +300	+5%	+$12.9K	0.03%	288
2023 Q4	$277K	Buy	6,618 +398	+6%	+$17K	0.03%	297
2023 Q3	$281K	Buy	6,220 +668	+12%	+$29.2K	0.04%	293
2023 Q2	$225K	Sell	5,552 -20	-0.4%	-$815	0.03%	318
2023 Q1	$231K	Sell	5,572 -200	-3%	-$8.55K	0.03%	322
2022 Q4	$252K	Buy	5,772 +20	+0.3%	+$871	0.04%	306
2022 Q3	$207K	Sell	5,752 -62	-1%	-$2.35K	0.03%	332
2022 Q2	$208K	Buy	5,814 +94	+2%	+$3.77K	0.03%	340
2022 Q1	$219K	Sell	5,720 -86	-1%	-$2.98K	0.03%	360
2021 Q4	$161K	Buy	5,806 +86	+2%	+$2.43K	0.02%	412
2021 Q3	$149K	Sell	5,720 -2,200	-28%	-$54.5K	0.02%	400
2021 Q2	$213K	Hold	7,920	–	–	0.03%	356
2021 Q1	$194K	Hold	7,920	–	–	0.03%	350
2020 Q4	$150K	Buy	7,920 +3,800	+92%	+$65.5K	0.03%	332
2020 Q3	$61.7K	Sell	4,120 -500	-11%	-$8.88K	0.01%	416
2020 Q2	$87.4K	Sell	4,620 -1,164	-20%	-$21.6K	0.02%	362
2020 Q1	$84K	Sell	5,784 -600	-9%	-$14.2K	0.02%	352
2019 Q4	$192K	Buy	6,384 +240	+4%	+$7.12K	0.04%	303
2019 Q3	$182K	Sell	6,144 -274	-4%	-$8.29K	0.04%	302
2019 Q2	$204K	Buy	6,418 +200	+3%	+$6.4K	0.05%	292
2019 Q1	$206K	Buy	6,218 +5,300	+577%	+$170K	0.05%	282
2018 Q4	$26.3K	Hold	918	–	–	0.01%	516
2018 Q3	$34.8K	Hold	918	–	–	0.01%	519
2018 Q2	$34.9K	Hold	918	–	–	0.01%	529
2018 Q1	$30.9K	Hold	918	–	–	0.01%	530
2017 Q4	$33.2K	Buy	918 +418	+84%	+$14.4K	0.01%	514
2017 Q3	$17.1K	Hold	500	–	–	0.01%	569
2017 Q2	$16.2K	Hold	500	–	–	0.01%	514
2017 Q1	$17.5K	Buy	500 +100	+25%	+$3.62K	0.01%	503
2016 Q4	$15.1K	Hold	400	–	–	0.01%	497
2016 Q3	$14.1K	Hold	400	–	–	0.01%	491
2016 Q2	$13.6K	Hold	400	–	–	0.01%	483
2016 Q1	$12.4K	Buy	+400	New	+$11.6K	0.01%	476

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

Anchor Investment Management's XLE Position: Q1 2026 in Review

Anchor Investment Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.3% in Q1 2026, selling an estimated $7.08K and leaving 5,640 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #302.

Anchor Investment Management first reported a position in XLE in Q1 2016 and has held it in 41 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Anchor Investment Management held 5,640 shares of State Street Energy Select Sector SPDR ETF worth $346K as of Q1 2026.
Anchor Investment Management sold 132 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $7.08K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Anchor Investment Management's portfolio in Q1 2026, its #302 holding.
Anchor Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and has held it in 41 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.