Burnham & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Burnham & Co’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	$21.2K	Buy	+400	New	+$22.9K	0.02%	153

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 22.96% 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

Burnham & Co's XLE Position: Q2 2026 in Review

Burnham & Co opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 400 shares worth $21.2K. The stake represents 0.02% of the portfolio and ranks #153 among its holdings.

2,015 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Burnham & Co held 400 shares of State Street Energy Select Sector SPDR ETF worth $21.2K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Burnham & Co position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of Burnham & Co's portfolio in Q2 2026, its #153 holding.
2,015 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Burnham & Co's 13F filing for Q2 2026, filed 11 Aug 2026.