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

Diversified Enterprises’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	$1.1M	Buy	18,027 +144	+0.8%	+$7.72K	0.06%	144
2025 Q4	$800K	Sell	17,883 -3,953	-18%	-$176K	0.05%	159
2025 Q3	$975K	Sell	21,836 -1,140	-5%	-$49.9K	0.07%	105
2025 Q2	$974K	Sell	22,976 -5,420	-19%	-$226K	0.07%	100
2025 Q1	$1.33M	Buy	28,396 +302	+1%	+$13.6K	0.11%	74
2024 Q4	$1.2M	Sell	28,094 -650	-2%	-$29.5K	0.11%	70
2024 Q3	$1.26M	Buy	+28,744	New	+$1.28M	0.14%	66

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

Diversified Enterprises's XLE Position: Q1 2026 in Review

Diversified Enterprises increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.81% in Q1 2026, buying an estimated $7.72K and bringing the position to 18,027 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #144.

Diversified Enterprises first reported a position in XLE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q1 2025. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Diversified Enterprises held 18,027 shares of State Street Energy Select Sector SPDR ETF worth $1.1M as of Q1 2026.
Diversified Enterprises bought 144 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $7.72K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Diversified Enterprises's portfolio in Q1 2026, its #144 holding.
Diversified Enterprises first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Diversified Enterprises's State Street Energy Select Sector SPDR ETF position peaked at $1.33M in Q1 2025.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.