Edmond de Rothschild Holding’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Edmond de Rothschild Holding’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
2015 Q4	–	Sell	-45,400	Closed	-$139M	–	881
2015 Q3	$139M	Buy	+45,400	New	+$1.53M	3.43%	1

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Edmond de Rothschild Holding's XLE Position: Q2 2026 in Review

Edmond de Rothschild Holding increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 15,127% in Q2 2026, buying an estimated $4.29M and bringing the position to 75,525 shares worth $4.01M. The position accounts for 0.05% of the portfolio, ranked #195.

Edmond de Rothschild Holding first reported a position in XLE in Q2 2015 and has held it in 45 quarters since. The position peaked at $6.84M in Q1 2024. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Edmond de Rothschild Holding held 75,525 shares of State Street Energy Select Sector SPDR ETF worth $4.01M as of Q2 2026.
Edmond de Rothschild Holding bought 75,029 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $4.29M.
State Street Energy Select Sector SPDR ETF made up 0.05% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #195 holding.
Edmond de Rothschild Holding first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2015 and has held it in 45 quarters since.
Edmond de Rothschild Holding's State Street Energy Select Sector SPDR ETF position peaked at $6.84M in Q1 2024.
2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.