Bank of Montreal’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bank of Montreal’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	$41.7M	Buy	680,000 +80,000	+13%	+$4.29M	0.02%	598
2025 Q4	$26.8M	Buy	600,000 +400,200	+200%	+$17.8M	0.01%	758
2025 Q3	$8.93M	Hold	199,800	–	–	﹤0.01%	1090
2025 Q2	$8.47M	Buy	+199,800	New	+$8.32M	﹤0.01%	1046
2025 Q1	–	Sell	-5,421,800	Closed	-$232M	–	3769
2024 Q4	$232M	Buy	5,421,800 +5,221,800	+2,611%	+$237M	0.11%	146
2024 Q3	$8.72M	Sell	200,000 -460,200	-70%	-$20.6M	﹤0.01%	1100
2024 Q2	$30.2M	Buy	660,200 +513,000	+349%	+$23.9M	0.01%	627
2024 Q1	$6.95M	Buy	147,200 +103,400	+236%	+$4.44M	﹤0.01%	1095
2023 Q4	$1.85M	Sell	43,800 -466,200	-91%	-$19.9M	﹤0.01%	1732
2023 Q3	$23.6M	Buy	510,000 +211,400	+71%	+$9.25M	0.01%	664
2023 Q2	$12.1M	Buy	298,600 +297,800	+37,225%	+$12.1M	﹤0.01%	942
2023 Q1	$34.6K	Buy	+800	New	+$34.2K	﹤0.01%	3430
2022 Q2	–	Sell	-400,000	Closed	-$15.5M	–	4499
2022 Q1	$15.5M	Buy	+400,000	New	+$13.9M	0.01%	946
2021 Q2	–	Sell	-400,000	Closed	-$9.7M	–	4979
2021 Q1	$9.7M	Buy	+400,000	New	+$9.23M	0.01%	1030
2020 Q1	–	Sell	-400,000	Closed	-$12M	–	4788
2019 Q4	$12M	Sell	400,000 -350,000	-47%	-$10.4M	0.01%	894
2019 Q3	$22.2M	Buy	+750,000	New	+$22.7M	0.02%	589
2018 Q4	–	Sell	-170,000	Closed	-$6.44M	–	4882
2018 Q3	$6.44M	Buy	170,000 +104,200	+158%	+$3.91M	0.01%	1070
2018 Q2	$2.5M	Buy	+65,800	New	+$2.44M	﹤0.01%	1531
2018 Q1	–	Sell	-34,800	Closed	-$1.26M	–	4362
2017 Q4	$1.26M	Buy	+34,800	New	+$1.2M	﹤0.01%	1845
2017 Q2	–	Sell	-114,600	Closed	-$4M	–	4317
2017 Q1	$4M	Sell	114,600 -235,400	-67%	-$8.51M	﹤0.01%	1172
2016 Q4	$13M	Buy	+350,000	New	+$12.7M	0.01%	701
2016 Q3	–	Sell	-50,000	Closed	-$1.71M	–	4215
2016 Q2	$1.71M	Buy	50,000 +49,000	+4,900%	+$1.62M	﹤0.01%	1583
2016 Q1	$31K	Buy	+1,000	New	+$29K	﹤0.01%	3221
2015 Q2	–	Sell	-350,000	Closed	-$13.6M	–	4134
2015 Q1	$13.6M	Buy	350,000 +54,200	+18%	+$2.1M	0.02%	670
2014 Q4	$11.7M	Sell	295,800 -146,000	-33%	-$6.07M	0.01%	714
2014 Q3	$20M	Sell	441,800 -302,400	-41%	-$14.6M	0.02%	503
2014 Q2	$37.2M	Buy	744,200 +444,200	+148%	+$21M	0.04%	319
2014 Q1	$13.4M	Buy	300,000 +50,000	+20%	+$2.16M	0.02%	559
2013 Q4	$11.1M	Buy	+250,000	New	+$10.8M	0.02%	560
2013 Q3	–	Sell	-20,000	Closed	-$783K	–	3959
2013 Q2	$783K	Buy	+20,000	New	+$793K	﹤0.01%	1514

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 $445B AUM 25.58% 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 $303B AUM 53.02% 1-Year Est. Return

MMH

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

Bank of Montreal's XLE Position: Q1 2026 in Review

Bank of Montreal increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 46% in Q1 2026, buying an estimated $94.5M and bringing the position to 5,577,903 shares worth $342M. The position accounts for 0.13% of the portfolio, ranked #140.

Bank of Montreal first reported a position in XLE in Q2 2013 and has held it in 52 quarters since. 2,110 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Bank of Montreal held 5,577,903 shares of State Street Energy Select Sector SPDR ETF worth $342M as of Q1 2026.
Bank of Montreal bought 1,762,303 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $94.5M.
State Street Energy Select Sector SPDR ETF made up 0.13% of Bank of Montreal's portfolio in Q1 2026, its #140 holding.
Bank of Montreal first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
2,110 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.