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

Axiom 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 Q2	$98.7K	Buy	1,858 +8	+0.4%	+$457	0.07%	158
2026 Q1	$113K	Buy	+1,850	New	+$99.2K	0.09%	137
2022 Q4	–	Sell	-3,000	Closed	-$108K	–	435
2022 Q3	$108K	Buy	+3,000	New	+$113K	0.22%	93
2021 Q4	–	Sell	-4,000	Closed	-$104K	–	155
2021 Q3	$104K	Hold	4,000	–	–	0.1%	116
2021 Q2	$108K	Hold	4,000	–	–	0.08%	131
2021 Q1	$98K	Buy	+4,000	New	+$92.3K	0.08%	139
2019 Q4	–	Sell	-1,600	Closed	-$47K	–	220
2019 Q3	$47K	Sell	1,600 -714	-31%	-$21.6K	0.04%	186
2019 Q2	$74K	Hold	2,314	–	–	0.01%	400
2019 Q1	$76K	Buy	+2,314	New	+$74.3K	0.01%	389

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

Axiom Investment Management's XLE Position: Q2 2026 in Review

Axiom Investment Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.43% in Q2 2026, buying an estimated $457 and bringing the position to 1,858 shares worth $98.7K. The position accounts for 0.07% of the portfolio, ranked #158.

Axiom Investment Management first reported a position in XLE in Q1 2019 and has held it in 9 quarters since. The position peaked at $113K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Axiom Investment Management held 1,858 shares of State Street Energy Select Sector SPDR ETF worth $98.7K as of Q2 2026.
Axiom Investment Management bought 8 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $457.
State Street Energy Select Sector SPDR ETF made up 0.07% of Axiom Investment Management's portfolio in Q2 2026, its #158 holding.
Axiom Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and has held it in 9 quarters since.
Axiom Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $113K in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.