Becker Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Becker Capital 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	$1.82M	Buy	29,744 +3	+0%	+$161	0.05%	142
2025 Q4	$1.33M	Buy	29,741 +3	+0%	+$134	0.04%	160
2025 Q3	$1.33M	Sell	29,738 -16	-0.1%	-$701	0.04%	159
2025 Q2	$1.26M	Buy	29,754 +22	+0.1%	+$916	0.04%	158
2025 Q1	$1.39M	Buy	29,732 +2	+0%	+$90	0.05%	152
2024 Q4	$1.27M	Buy	29,730 +2	+0%	+$91	0.04%	154
2024 Q3	$1.31M	Buy	29,728 +4	+0%	+$179	0.04%	156
2024 Q2	$1.35M	Sell	29,724 -8,010	-21%	-$373K	0.05%	143
2024 Q1	$1.78M	Buy	37,734 +4	+0%	+$172	0.06%	135
2023 Q4	$1.58M	Sell	37,730 -518	-1%	-$22.1K	0.06%	141
2023 Q3	$1.73M	Buy	38,248 +2	+0%	+$88	0.07%	132
2023 Q2	$1.55M	Buy	38,246 +4	+0%	+$163	0.06%	138
2023 Q1	$1.58M	Buy	+38,242	New	+$1.64M	0.06%	136

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 $377B AUM 19.32% 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 $235B AUM 32.99% 1-Year Est. Return

MMH

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

Becker Capital Management's XLE Position: Q1 2026 in Review

Becker Capital Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.01% in Q1 2026, buying an estimated $161 and bringing the position to 29,744 shares worth $1.82M. The position accounts for 0.05% of the portfolio, ranked #142.

Becker Capital Management first reported a position in XLE in Q1 2023 and has held it in 13 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Becker Capital Management held 29,744 shares of State Street Energy Select Sector SPDR ETF worth $1.82M as of Q1 2026.
Becker Capital Management bought 3 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $161.
State Street Energy Select Sector SPDR ETF made up 0.05% of Becker Capital Management's portfolio in Q1 2026, its #142 holding.
Becker Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.