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 Q2	$342K	Sell	6,445 -400	-6%	-$22.9K	0.07%	132
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 $1.55T 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

Eldridge Investment Advisors's XLE Position: Q2 2026 in Review

Eldridge Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.8% in Q2 2026, selling an estimated $22.9K and leaving 6,445 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #132.

Eldridge Investment Advisors first reported a position in XLE in Q4 2017 and has held it in 25 quarters since. The position peaked at $885K in Q2 2022. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Eldridge Investment Advisors held 6,445 shares of State Street Energy Select Sector SPDR ETF worth $342K as of Q2 2026.
Eldridge Investment Advisors sold 400 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $22.9K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Eldridge Investment Advisors's portfolio in Q2 2026, its #132 holding.
Eldridge Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 25 quarters since.
Eldridge Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $885K in Q2 2022.
2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.