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 $1.37T 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

Edmond de Rothschild Holding's XLE Position: Q1 2026 in Review

Edmond de Rothschild Holding reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 100% in Q1 2026, selling an estimated $7.75M and leaving 496 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Edmond de Rothschild Holding first reported a position in XLE in Q2 2015 and has held it in 44 quarters since. The position peaked at $6.84M in Q1 2024. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Edmond de Rothschild Holding held 496 shares of State Street Energy Select Sector SPDR ETF worth $30.4K as of Q1 2026.
Edmond de Rothschild Holding sold 144,560 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $7.75M.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #469 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 44 quarters since.
Edmond de Rothschild Holding's State Street Energy Select Sector SPDR ETF position peaked at $6.84M in Q1 2024.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.