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

Certuity’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	$1.31M	Sell	21,460 -120	-0.6%	-$6.44K	0.09%	135
2025 Q4	$965K	Sell	21,580 -188	-0.9%	-$8.37K	0.06%	170
2025 Q3	$972K	Buy	21,768 +1,546	+8%	+$67.7K	0.07%	162
2025 Q2	$858K	Sell	20,222 -214	-1%	-$8.91K	0.08%	138
2025 Q1	$955K	Sell	20,436 -394	-2%	-$17.8K	0.1%	124
2024 Q4	$892K	Buy	20,830 +458	+2%	+$20.8K	0.1%	121
2024 Q3	$894K	Sell	20,372 -1,556	-7%	-$69.6K	0.1%	136
2024 Q2	$999K	Sell	21,928 -2,850	-12%	-$133K	0.08%	126
2024 Q1	$1.17M	Sell	24,778 -298	-1%	-$12.8K	0.1%	105
2023 Q4	$1.05M	Buy	25,076 +19,846	+379%	+$849K	0.11%	103
2023 Q3	$236K	Buy	+5,230	New	+$229K	0.03%	226
2022 Q2	–	Sell	-8,886	Closed	-$340K	–	311
2022 Q1	$340K	Buy	8,886 +1,546	+21%	+$53.5K	0.07%	186
2021 Q4	$204K	Sell	7,340 -2,982	-29%	-$84.3K	0.04%	280
2021 Q3	$269K	Buy	+10,322	New	+$256K	0.05%	302

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

Certuity's XLE Position: Q1 2026 in Review

Certuity reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.56% in Q1 2026, selling an estimated $6.44K and leaving 21,460 shares worth $1.31M. The position accounts for 0.09% of the portfolio, ranked #135.

Certuity first reported a position in XLE in Q3 2021 and has held it in 14 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Certuity held 21,460 shares of State Street Energy Select Sector SPDR ETF worth $1.31M as of Q1 2026.
Certuity sold 120 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $6.44K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Certuity's portfolio in Q1 2026, its #135 holding.
Certuity first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 14 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.