Brooklyn Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Brooklyn Investment Group’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	$428K	Buy	+6,993	New	+$375K	0.01%	1148
2025 Q3	–	Sell	-1,654	Closed	-$70.1K	–	2736
2025 Q2	$70.1K	Buy	1,654 +1,426	+625%	+$59.4K	0.01%	1145
2025 Q1	$10.7K	Buy	228 +142	+165%	+$6.4K	﹤0.01%	1484
2024 Q4	$3.68K	Buy	+86	New	+$3.91K	﹤0.01%	1301

Other funds holding XLE

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Brooklyn Investment Group's XLE Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 6,993 shares worth $428K. The stake represents 0.01% of the portfolio and ranks #1148 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in XLE as recently as Q2 2025.

Brooklyn Investment Group first reported a position in XLE in Q4 2024 and has held it in 4 quarters since. 2,113 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Brooklyn Investment Group held 6,993 shares of State Street Energy Select Sector SPDR ETF worth $428K as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Brooklyn Investment Group position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1148 holding.
Brooklyn Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
2,113 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.