Bridgewater Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bridgewater Advisors’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	$613K	Buy	+10,419	New	+$596K	0.03%	237
2022 Q3	–	Sell	-13,974	Closed	-$500K	–	230
2022 Q2	$500K	Buy	13,974 +1,000	+8%	+$40.1K	0.1%	136
2022 Q1	$496K	Buy	12,974 +1,742	+16%	+$60.3K	0.12%	142
2021 Q4	$312K	Buy	+11,232	New	+$317K	0.07%	188

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bridgewater Advisors's XLE Position: Q2 2026 in Review

Bridgewater Advisors opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 10,419 shares worth $613K. The stake represents 0.03% of the portfolio and ranks #237 among its holdings. This is a return to the name: Bridgewater Advisors previously reported a position in XLE as recently as Q2 2022.

Bridgewater Advisors first reported a position in XLE in Q4 2021 and has held it in 4 quarters since. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Bridgewater Advisors held 10,419 shares of State Street Energy Select Sector SPDR ETF worth $613K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Bridgewater Advisors position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.03% of Bridgewater Advisors's portfolio in Q2 2026, its #237 holding.
Bridgewater Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 4 quarters since.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.