Ayalon Insurance Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ayalon Insurance Company’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	$2.7M	Buy	50,824 +16,530	+48%	+$945K	0.33%	47
2026 Q1	$2.1M	Hold	34,294	–	–	0.43%	40
2025 Q4	$1.53M	Sell	34,294 -31,500	-48%	-$1.4M	0.37%	41
2025 Q3	$2.94M	Hold	65,794	–	–	0.74%	35
2025 Q2	$2.79M	Hold	65,794	–	–	0.81%	33
2025 Q1	$3.07M	Sell	65,794 -11,844	-15%	-$534K	0.99%	31
2024 Q4	$3.33M	Hold	77,638	–	–	1.03%	30
2024 Q3	$3.41M	Sell	77,638 -160	-0.2%	-$7.15K	1.06%	30
2024 Q2	$3.55M	Sell	77,798 -2,414	-3%	-$112K	1.17%	28
2024 Q1	$3.79M	Sell	80,212 -39,076	-33%	-$1.68M	1.26%	25
2023 Q4	$5M	Hold	119,288	–	–	1.82%	17
2023 Q3	$5.39M	Hold	119,288	–	–	2.27%	13
2023 Q2	$4.84M	Buy	119,288 +19,578	+20%	+$797K	2.02%	17
2023 Q1	$4.13M	Sell	99,710 -380	-0.4%	-$16.2K	1.78%	16
2022 Q4	$4.38M	Sell	100,090 -10,010	-9%	-$436K	2.06%	14
2022 Q3	$3.96M	Sell	110,100 -26,800	-20%	-$1.01M	1.87%	16
2022 Q2	$4.89M	Buy	136,900 +978	+0.7%	+$39.2K	2.33%	12
2022 Q1	$5.2M	Buy	135,922 +8,990	+7%	+$311K	1.76%	14
2021 Q4	$3.52M	Buy	126,932 +784	+0.6%	+$22.2K	1.2%	20
2021 Q3	$3.4M	Buy	126,148 +14,646	+13%	+$363K	1.22%	22
2021 Q2	$3.06M	Buy	111,502 +31,840	+40%	+$828K	1.02%	27
2021 Q1	$2M	Buy	79,662 +322	+0.4%	+$7.43K	0.78%	39
2020 Q4	$1.5M	Sell	79,340 -21,330	-21%	-$368K	0.68%	40
2020 Q3	$1.45M	Sell	100,670 -7,846	-7%	-$139K	0.79%	35
2020 Q2	$2M	Hold	108,516	–	–	1.16%	28
2020 Q1	$1.51M	Sell	108,516 -32,130	-23%	-$762K	1.12%	27
2019 Q4	$4.23M	Buy	140,646 +200	+0.1%	+$5.93K	2.55%	9
2019 Q3	$4.06M	Hold	140,446	–	–	2.74%	10
2019 Q2	$4.48M	Buy	140,446 +300	+0.2%	+$9.61K	3.03%	8
2019 Q1	$4.69M	Sell	140,146 -4,182	-3%	-$134K	3.38%	9
2018 Q4	$4.14M	Hold	144,328	–	–	3.34%	10
2018 Q3	$5.55M	Sell	144,328 -21,004	-13%	-$788K	4.44%	7
2018 Q2	$6.28M	Buy	165,332 +24,112	+17%	+$896K	5.26%	7
2018 Q1	$4.76M	Buy	141,220 +80	+0.1%	+$2.83K	3.97%	9
2017 Q4	$5.1M	Buy	+141,140	New	+$4.86M	4.16%	9
2016 Q4	$8.66M	Sell	229,520 -27,360	-11%	-$989K	7.3%	4
2016 Q3	$9.07M	Hold	256,880	–	–	7.69%	3
2016 Q2	$8.8M	Buy	256,880 +67,380	+36%	+$2.22M	7.42%	4
2016 Q1	$5.79M	Buy	189,500 +129,500	+216%	+$3.76M	4.85%	5
2015 Q4	$1.81M	Hold	60,000	–	–	1.53%	17
2015 Q3	$1.91M	Sell	60,000 -89,600	-60%	-$3.02M	1.59%	17
2015 Q2	$5.55M	Sell	149,600 -25,300	-14%	-$1M	3.99%	8
2015 Q1	$6.78M	Buy	+174,900	New	+$6.78M	4.14%	6

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Ayalon Insurance Company's XLE Position: Q2 2026 in Review

Ayalon Insurance Company increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 48% in Q2 2026, buying an estimated $945K and bringing the position to 50,824 shares worth $2.7M. The position accounts for 0.33% of the portfolio, ranked #47.

Ayalon Insurance Company first reported a position in XLE in Q1 2015 and has held it in 43 quarters since. The position peaked at $9.07M in Q3 2016. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Ayalon Insurance Company held 50,824 shares of State Street Energy Select Sector SPDR ETF worth $2.7M as of Q2 2026.
Ayalon Insurance Company bought 16,530 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $945K.
State Street Energy Select Sector SPDR ETF made up 0.33% of Ayalon Insurance Company's portfolio in Q2 2026, its #47 holding.
Ayalon Insurance Company first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and has held it in 43 quarters since.
Ayalon Insurance Company's State Street Energy Select Sector SPDR ETF position peaked at $9.07M in Q3 2016.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Ayalon Insurance Company's 13F filing for Q2 2026, filed 13 Jul 2026.