Cerity Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cerity Partners’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	$61.8M	Buy	1,008,305 +250,617	+33%	+$13.4M	0.09%	205
2025 Q4	$33.9M	Buy	757,688 +89,332	+13%	+$3.98M	0.05%	295
2025 Q3	$29.9M	Sell	668,356 -19,202	-3%	-$841K	0.05%	299
2025 Q2	$29.2M	Sell	687,558 -16,548	-2%	-$689K	0.05%	289
2025 Q1	$32.9M	Sell	704,106 -53,396	-7%	-$2.41M	0.07%	248
2024 Q4	$32.5M	Buy	757,502 +60,880	+9%	+$2.77M	0.07%	234
2024 Q3	$30.6M	Buy	696,622 +12,864	+2%	+$575K	0.07%	240
2024 Q2	$31.2M	Sell	683,758 -624,884	-48%	-$29.1M	0.08%	209
2024 Q1	$62M	Sell	1,308,642 -912,288	-41%	-$39.2M	0.16%	134
2023 Q4	$93.1M	Buy	2,220,930 +828,438	+59%	+$35.4M	0.31%	73
2023 Q3	$62.9M	Buy	1,392,492 +493,446	+55%	+$21.6M	0.31%	87
2023 Q2	$36.5M	Sell	899,046 -376,142	-29%	-$15.3M	0.14%	142
2023 Q1	$54.5M	Buy	1,275,188 +11,876	+0.9%	+$508K	0.13%	121
2022 Q4	$55.3M	Buy	1,263,312 +233,070	+23%	+$10.1M	0.35%	69
2022 Q3	$37.1M	Buy	1,030,242 +929,396	+922%	+$35.1M	0.45%	47
2022 Q2	$3.61M	Sell	100,846 -5,978	-6%	-$240K	0.04%	301
2022 Q1	$4.08M	Sell	106,824 -167,538	-61%	-$5.8M	0.06%	220
2021 Q4	$7.61M	Buy	+274,362	New	+$7.75M	0.12%	153
2021 Q3	–	Sell	-10,892	Closed	-$293K	–	730
2021 Q2	$293K	Sell	10,892 -136	-1%	-$3.54K	0.01%	588
2021 Q1	$271K	Buy	+11,028	New	+$254K	0.01%	575
2020 Q1	–	Sell	-58,724	Closed	-$1.76M	–	530
2019 Q4	$1.76M	Buy	58,724 +50,674	+629%	+$1.5M	0.09%	172
2019 Q3	$238K	Sell	8,050 -8,184	-50%	-$248K	0.01%	430
2019 Q2	$517K	Buy	16,234 +5,678	+54%	+$182K	0.03%	311
2019 Q1	$349K	Sell	10,556 -480	-4%	-$15.4K	0.02%	388
2018 Q4	$316K	Buy	11,036 +1,042	+10%	+$34.9K	0.02%	394
2018 Q3	$378K	Buy	+9,994	New	+$375K	0.03%	378

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

Cerity Partners's XLE Position: Q1 2026 in Review

Cerity Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 33% in Q1 2026, buying an estimated $13.4M and bringing the position to 1,008,305 shares worth $61.8M. The position accounts for 0.09% of the portfolio, ranked #205.

Cerity Partners first reported a position in XLE in Q3 2018 and has held it in 26 quarters since. The position peaked at $93.1M in Q4 2023. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Cerity Partners held 1,008,305 shares of State Street Energy Select Sector SPDR ETF worth $61.8M as of Q1 2026.
Cerity Partners bought 250,617 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $13.4M.
State Street Energy Select Sector SPDR ETF made up 0.09% of Cerity Partners's portfolio in Q1 2026, its #205 holding.
Cerity Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2018 and has held it in 26 quarters since.
Cerity Partners's State Street Energy Select Sector SPDR ETF position peaked at $93.1M in Q4 2023.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.