Berkshire Money Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-4,537
Closed -$203K 133
2025
Q4
$203K Buy
+4,537
New +$202K 0.02% 130
2025
Q3
Sell
-4,504
Closed -$191K 153
2025
Q2
$191K Buy
4,504
+18
+0.4% +$750 0.02% 106
2025
Q1
$210K Buy
+4,486
New +$202K 0.02% 97
2024
Q2
Sell
-4,422
Closed -$209K 85
2024
Q1
$209K Buy
+4,422
New +$190K 0.03% 83
2020
Q2
Sell
-500
Closed -$7K 84
2020
Q1
$7K Buy
+500
New +$11.9K ﹤0.01% 69

Other funds holding XLE

Berkshire Money Management's XLE Position: Q1 2026 in Review

Berkshire Money Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 4,537 shares — an estimated $203K sold.

Berkshire Money Management first reported a position in XLE in Q1 2020 and held it in 5 quarters. The position peaked at $210K in Q1 2025. 2,110 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Berkshire Money Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Berkshire Money Management sold 4,537 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $203K.
  • Berkshire Money Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and held it in 5 quarters.
  • Berkshire Money Management's State Street Energy Select Sector SPDR ETF position peaked at $210K in Q1 2025.
  • 2,110 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.