Chevy Chase Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Chevy Chase Trust’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	$2.15M	Sell	35,141 -2,474	-7%	-$133K	0.01%	553
2025 Q4	$1.68M	Buy	37,615 +597	+2%	+$26.6K	﹤0.01%	567
2025 Q3	$1.65M	Sell	37,018 -1,148	-3%	-$50.3K	﹤0.01%	560
2025 Q2	$1.62M	Sell	38,166 -4,084	-10%	-$170K	﹤0.01%	560
2025 Q1	$1.97M	Sell	42,250 -974	-2%	-$43.9K	0.01%	556
2024 Q4	$1.85M	Buy	43,224 +3,300	+8%	+$150K	0.01%	557
2024 Q3	$1.75M	Buy	39,924 +3,928	+11%	+$176K	0.01%	550
2024 Q2	$1.64M	Sell	35,996 -8,668	-19%	-$404K	0.01%	549
2024 Q1	$2.11M	Buy	44,664 +3,066	+7%	+$132K	0.01%	542
2023 Q4	$1.74M	Sell	41,598 -2,222	-5%	-$95K	0.01%	554
2023 Q3	$1.98M	Hold	43,820	–	–	0.01%	542
2023 Q2	$1.78M	Sell	43,820 -4,580	-9%	-$187K	0.01%	543
2023 Q1	$2M	Buy	48,400 +2,106	+5%	+$90K	0.01%	540
2022 Q4	$2.02M	Sell	46,294 -350	-0.8%	-$15.2K	0.01%	555
2022 Q3	$1.68M	Sell	46,644 -1,094	-2%	-$41.4K	0.01%	553
2022 Q2	$1.71M	Sell	47,738 -7,970	-14%	-$320K	0.01%	551
2022 Q1	$2.13M	Sell	55,708 -9,056	-14%	-$314K	0.01%	548
2021 Q4	$1.8M	Buy	64,764 +8,504	+15%	+$240K	0.01%	564
2021 Q3	$1.47M	Buy	56,260 +806	+1%	+$20K	0.01%	564
2021 Q2	$1.49M	Sell	55,454 -36,858	-40%	-$958K	0.01%	566
2021 Q1	$2.26M	Sell	92,312 -249,654	-73%	-$5.76M	0.01%	550
2020 Q4	$6.48M	Buy	341,966 +285,058	+501%	+$4.91M	0.02%	475
2020 Q3	$852K	Sell	56,908 -35,136	-38%	-$624K	﹤0.01%	572
2020 Q2	$1.74M	Sell	92,044 -18,958	-17%	-$353K	0.01%	541
2020 Q1	$1.61M	Sell	111,002 -75,740	-41%	-$1.8M	0.01%	528
2019 Q4	$5.61M	Buy	186,742 +171,060	+1,091%	+$5.07M	0.02%	505
2019 Q3	$465K	Sell	15,682 -4,800	-23%	-$145K	﹤0.01%	597
2019 Q2	$652K	Buy	20,482 +332	+2%	+$10.6K	﹤0.01%	586
2019 Q1	$666K	Sell	20,150 -4,000	-17%	-$128K	﹤0.01%	584
2018 Q4	$693K	Sell	24,150 -2,350	-9%	-$78.6K	﹤0.01%	591
2018 Q3	$1M	Buy	26,500 +3,350	+14%	+$126K	﹤0.01%	569
2018 Q2	$879K	Hold	23,150	–	–	﹤0.01%	572
2018 Q1	$780K	Sell	23,150 -612	-3%	-$21.7K	﹤0.01%	574
2017 Q4	$859K	Sell	23,762 -2,856	-11%	-$98.3K	﹤0.01%	578
2017 Q3	$912K	Sell	26,618 -3,778	-12%	-$123K	﹤0.01%	571
2017 Q2	$986K	Buy	30,396 +3,500	+13%	+$118K	﹤0.01%	564
2017 Q1	$940K	Sell	26,896 -7,718	-22%	-$279K	﹤0.01%	560
2016 Q4	$1.3M	Buy	34,614 +7,968	+30%	+$288K	0.01%	548
2016 Q3	$941K	Sell	26,646 -29,824	-53%	-$1.02M	0.01%	553
2016 Q2	$1.93M	Sell	56,470 -50,972	-47%	-$1.68M	0.01%	532
2016 Q1	$3.33M	Sell	107,442 -418,206	-80%	-$12.1M	0.02%	510
2015 Q4	$15.9M	Buy	525,648 +503,814	+2,307%	+$16.6M	0.09%	247
2015 Q3	$668K	Buy	21,834 +2,084	+11%	+$70.2K	﹤0.01%	575
2015 Q2	$743K	Sell	19,750 -132	-0.7%	-$5.24K	﹤0.01%	570
2015 Q1	$771K	Sell	19,882 -9,318	-32%	-$361K	﹤0.01%	576
2014 Q4	$1.16M	Buy	29,200 +9,000	+45%	+$374K	0.01%	568
2014 Q3	$915K	Sell	20,200 -150	-0.7%	-$7.26K	0.01%	576
2014 Q2	$1.02M	Buy	20,350 +600	+3%	+$28.4K	0.01%	570
2014 Q1	$879K	Sell	19,750 -950	-5%	-$41K	0.01%	573
2013 Q4	$917K	Buy	+20,700	New	+$891K	0.01%	563

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

Chevy Chase Trust's XLE Position: Q1 2026 in Review

Chevy Chase Trust reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.6% in Q1 2026, selling an estimated $133K and leaving 35,141 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #553.

Chevy Chase Trust first reported a position in XLE in Q4 2013 and has held it in 50 quarters since. The position peaked at $15.9M in Q4 2015. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Chevy Chase Trust held 35,141 shares of State Street Energy Select Sector SPDR ETF worth $2.15M as of Q1 2026.
Chevy Chase Trust sold 2,474 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $133K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #553 holding.
Chevy Chase Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 50 quarters since.
Chevy Chase Trust's State Street Energy Select Sector SPDR ETF position peaked at $15.9M in Q4 2015.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.