Eaton Financial Holdings’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Eaton Financial Holdings’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	–	Sell	-14,547	Closed	-$650K	–	144
2025 Q4	$650K	Sell	14,547 -14,495	-50%	-$645K	0.17%	87
2025 Q3	$1.3M	Sell	29,042 -2,552	-8%	-$112K	0.37%	52
2025 Q2	$1.34M	Sell	31,594 -68,504	-68%	-$2.85M	0.41%	44
2025 Q1	$4.68M	Sell	100,098 -2,504	-2%	-$113K	1.94%	18
2024 Q4	$4.39M	Buy	102,602 +1,272	+1%	+$57.8K	1.69%	17
2024 Q3	$4.45M	Buy	+101,330	New	+$4.53M	1.81%	16
2024 Q1	$3.42M	Buy	+72,382	New	+$3.11M	1.77%	16

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Eaton Financial Holdings's XLE Position: Q1 2026 in Review

Eaton Financial Holdings sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 14,547 shares — an estimated $650K sold.

Eaton Financial Holdings first reported a position in XLE in Q1 2024 and held it in 7 quarters. The position peaked at $4.68M in Q1 2025. 2,111 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Eaton Financial Holdings reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Eaton Financial Holdings sold 14,547 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $650K.
Eaton Financial Holdings first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and held it in 7 quarters.
Eaton Financial Holdings's State Street Energy Select Sector SPDR ETF position peaked at $4.68M in Q1 2025.
2,111 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Eaton Financial Holdings's 13F filing for Q1 2026, filed 15 Apr 2026.