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	$80.9M	Buy	+1,320,000	New	+$70.8M	0.03%	413
2025 Q4	–	Sell	-1,028,000	Closed	-$45.9M	–	3867
2025 Q3	$45.9M	Sell	1,028,000 -259,000	-20%	-$11.3M	0.02%	520
2025 Q2	$54.6M	Buy	1,287,000 +1,199,000	+1,363%	+$49.9M	0.03%	412
2025 Q1	$4.11M	Sell	88,000 -818,000	-90%	-$36.9M	﹤0.01%	1244
2024 Q4	$38.8M	Buy	906,000 +500,000	+123%	+$22.7M	0.02%	532
2024 Q3	$17.7M	Buy	406,000 +399,000	+5,700%	+$17.8M	0.01%	834
2024 Q2	$320K	Buy	+7,000	New	+$326K	﹤0.01%	2687
2022 Q3	–	Sell	-320,000	Closed	-$12.2K	–	4458
2022 Q2	$12.2K	Sell	320,000 -5,180,000	-94%	-$208M	0.01%	965
2022 Q1	$213M	Buy	+5,500,000	New	+$190M	0.1%	150
2021 Q1	–	Sell	-180,000	Closed	-$3.79M	–	5381
2020 Q4	$3.79M	Hold	180,000	–	–	﹤0.01%	1532
2020 Q3	$2.68M	Buy	+180,000	New	+$3.2M	﹤0.01%	1548
2020 Q2	–	Sell	-40,000	Closed	-$603K	–	4859
2020 Q1	$603K	Sell	40,000 -440,000	-92%	-$10.4M	﹤0.01%	1899
2019 Q4	$14.4M	Sell	480,000 -1,170,000	-71%	-$34.7M	0.01%	805
2019 Q3	$48.8M	Buy	+1,650,000	New	+$49.9M	0.04%	369
2018 Q3	–	Sell	-424,000	Closed	-$16.1M	–	4920
2018 Q2	$16.1M	Buy	+424,000	New	+$15.8M	0.01%	697
2018 Q1	–	Sell	-220,000	Closed	-$7.95M	–	4363
2017 Q4	$7.95M	Buy	220,000 +20,000	+10%	+$688K	0.01%	948
2017 Q3	$6.85M	Hold	200,000	–	–	0.01%	1014
2017 Q2	$6.49M	Hold	200,000	–	–	0.01%	1044
2017 Q1	$6.99M	Sell	200,000 -180,000	-47%	-$6.51M	0.01%	942
2016 Q4	$14.1M	Buy	+380,000	New	+$13.7M	0.01%	677
2016 Q3	–	Sell	-50,000	Closed	-$1.71M	–	4216
2016 Q2	$1.71M	Buy	+50,000	New	+$1.65M	﹤0.01%	1584
2015 Q4	–	Sell	-1,003,800	Closed	-$30.7M	–	4448
2015 Q3	$30.7M	Buy	1,003,800 +3,800	+0.4%	+$128K	0.04%	344
2015 Q2	$37.6M	Buy	1,000,000 +369,940	+59%	+$14.7M	0.04%	344
2015 Q1	$24.4M	Sell	630,060 -321,540	-34%	-$12.5M	0.03%	439
2014 Q4	$37.7M	Sell	951,600 -448,400	-32%	-$18.6M	0.04%	330
2014 Q3	$63.4M	Sell	1,400,000 -148,400	-10%	-$7.19M	0.07%	242
2014 Q2	$77.5M	Buy	1,548,400 +588,400	+61%	+$27.8M	0.09%	200
2014 Q1	$42.7M	Buy	960,000 +457,000	+91%	+$19.7M	0.06%	260
2013 Q4	$22.3M	Buy	+503,000	New	+$21.7M	0.03%	358
2013 Q3	–	Sell	-60,000	Closed	-$2.35M	–	3960
2013 Q2	$2.35M	Buy	+60,000	New	+$2.38M	﹤0.01%	1024

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.