Avalon Global Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Avalon Global Asset 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	$61.3M	Buy	+1,000,000	New	+$53.6M	8.47%	1
2024 Q4	–	Sell	-2,000,000	Closed	-$87.8M	–	43
2024 Q3	$87.8M	Buy	+2,000,000	New	+$89.4M	13.21%	1
2022 Q2	–	Sell	-400,000	Closed	-$15.3M	–	55
2022 Q1	$15.3M	Buy	+400,000	New	+$13.9M	3.54%	12
2021 Q4	–	Sell	-660,000	Closed	-$17.2M	–	54
2021 Q3	$17.2M	Sell	660,000 -840,000	-56%	-$20.8M	2.76%	12
2021 Q2	$40.4M	Hold	1,500,000	–	–	6.74%	2
2021 Q1	$36.8M	Buy	+1,500,000	New	+$34.6M	6.47%	1

Other funds holding XLE

Bank of America

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

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

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

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return