Eldridge Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Eldridge Investment Advisors’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	$419K	Sell	6,845 -245	-3%	-$13.1K	0.09%	119
2025 Q4	$317K	Hold	7,090	–	–	0.07%	136
2025 Q3	$317K	Buy	7,090 +1,220	+21%	+$53.4K	0.07%	136
2025 Q2	$249K	Hold	5,870	–	–	0.05%	145
2025 Q1	$274K	Hold	5,870	–	–	0.06%	140
2024 Q4	$251K	Sell	5,870 -200	-3%	-$9.09K	0.06%	140
2024 Q3	$266K	Hold	6,070	–	–	0.06%	136
2024 Q2	$277K	Hold	6,070	–	–	0.07%	131
2024 Q1	$287K	Hold	6,070	–	–	0.07%	129
2023 Q4	$254K	Hold	6,070	–	–	0.07%	130
2023 Q3	$274K	Hold	6,070	–	–	0.09%	121
2023 Q2	$246K	Hold	6,070	–	–	0.08%	125
2023 Q1	$251K	Buy	6,070 +70	+1%	+$2.99K	0.09%	123
2022 Q4	$262K	Sell	6,000 -7,050	-54%	-$307K	0.09%	115
2022 Q3	$470K	Sell	13,050 -11,700	-47%	-$442K	0.18%	79
2022 Q2	$885K	Buy	24,750 +4,800	+24%	+$193K	0.33%	51
2022 Q1	$762K	Buy	+19,950	New	+$691K	0.26%	60
2019 Q3	–	Sell	-8,918	Closed	-$284K	–	98
2019 Q2	$284K	Sell	8,918 -228	-2%	-$7.3K	0.15%	66
2019 Q1	$302K	Buy	9,146 +2	+0%	+$64	0.16%	62
2018 Q4	$262K	Sell	9,144 -1,698	-16%	-$56.8K	0.16%	66
2018 Q3	$410K	Sell	10,842 -8,552	-44%	-$321K	0.26%	44
2018 Q2	$736K	Buy	19,394 +8,604	+80%	+$320K	0.52%	29
2018 Q1	$363K	Buy	10,790 +600	+6%	+$21.2K	0.27%	44
2017 Q4	$373K	Buy	+10,190	New	+$351K	0.29%	41

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

Eldridge Investment Advisors's XLE Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.5% in Q1 2026, selling an estimated $13.1K and leaving 6,845 shares worth $419K. The position accounts for 0.09% of the portfolio, ranked #119.

Eldridge Investment Advisors first reported a position in XLE in Q4 2017 and has held it in 24 quarters since. The position peaked at $885K in Q2 2022. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Eldridge Investment Advisors held 6,845 shares of State Street Energy Select Sector SPDR ETF worth $419K as of Q1 2026.
Eldridge Investment Advisors sold 245 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $13.1K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Eldridge Investment Advisors's portfolio in Q1 2026, its #119 holding.
Eldridge Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 24 quarters since.
Eldridge Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $885K in Q2 2022.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.