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

Edgestream 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	$3.04M	Buy	49,684 +31,851	+179%	+$1.71M	0.1%	378
2025 Q4	$797K	Buy	+17,833	New	+$794K	0.02%	737
2025 Q3	–	Sell	-21,622	Closed	-$917K	–	1093
2025 Q2	$917K	Sell	21,622 -55,072	-72%	-$2.29M	0.03%	657
2025 Q1	$3.58M	Buy	76,694 +27,388	+56%	+$1.23M	0.12%	327
2024 Q4	$2.11M	Buy	+49,306	New	+$2.24M	0.09%	388
2024 Q3	–	Sell	-28,550	Closed	-$1.3M	–	1110
2024 Q2	$1.3M	Sell	28,550 -8,546	-23%	-$398K	0.06%	457
2024 Q1	$1.75M	Sell	37,096 -28,184	-43%	-$1.21M	0.09%	362
2023 Q4	$2.74M	Sell	65,280 -9,086	-12%	-$389K	0.2%	164
2023 Q3	$3.36M	Buy	74,366 +60,238	+426%	+$2.64M	0.27%	71
2023 Q2	$573K	Buy	14,128 +6,034	+75%	+$246K	0.05%	495
2023 Q1	$335K	Sell	8,094 -59,350	-88%	-$2.54M	0.04%	460
2022 Q4	$2.95M	Buy	67,444 +14,698	+28%	+$640K	0.33%	86
2022 Q3	$1.9M	Buy	52,746 +38,060	+259%	+$1.44M	0.15%	200
2022 Q2	$525K	Buy	+14,686	New	+$589K	0.04%	403
2022 Q1	–	Sell	-107,284	Closed	-$2.98M	–	655
2021 Q4	$2.98M	Buy	107,284 +89,570	+506%	+$2.53M	0.19%	164
2021 Q3	$461K	Buy	+17,714	New	+$439K	0.03%	397
2021 Q2	–	Sell	-12,748	Closed	-$313K	–	545
2021 Q1	$313K	Sell	12,748 -176,554	-93%	-$4.07M	0.02%	348
2020 Q4	$3.59M	Buy	189,302 +63,796	+51%	+$1.1M	0.18%	162
2020 Q3	$1.88M	Buy	125,506 +5,274	+4%	+$93.6K	0.12%	188
2020 Q2	$2.27M	Buy	120,232 +88,534	+279%	+$1.65M	0.12%	187
2020 Q1	$461K	Sell	31,698 -154,384	-83%	-$3.66M	0.04%	256
2019 Q4	$5.59M	Buy	+186,082	New	+$5.52M	0.29%	106
2019 Q3	–	Sell	-13,808	Closed	-$440K	–	319
2019 Q2	$440K	Buy	+13,808	New	+$442K	0.05%	194
2018 Q4	–	Sell	-29,162	Closed	-$1.1M	–	308
2018 Q3	$1.1M	Buy	+29,162	New	+$1.09M	0.19%	142

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

Edgestream Partners's XLE Position: Q1 2026 in Review

Edgestream Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 179% in Q1 2026, buying an estimated $1.71M and bringing the position to 49,684 shares worth $3.04M. The position accounts for 0.1% of the portfolio, ranked #378.

Edgestream Partners first reported a position in XLE in Q3 2018 and has held it in 24 quarters since. The position peaked at $5.59M in Q4 2019. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Edgestream Partners held 49,684 shares of State Street Energy Select Sector SPDR ETF worth $3.04M as of Q1 2026.
Edgestream Partners bought 31,851 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.71M.
State Street Energy Select Sector SPDR ETF made up 0.1% of Edgestream Partners's portfolio in Q1 2026, its #378 holding.
Edgestream Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2018 and has held it in 24 quarters since.
Edgestream Partners's State Street Energy Select Sector SPDR ETF position peaked at $5.59M in Q4 2019.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.