Equitable Holdings’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Equitable Holdings’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	$20.4M	Sell	384,998 -138,455	-26%	-$7.92M	0.12%	161
2026 Q1	$23.7M	Buy	523,453 +189,335	+57%	+$10.2M	0.15%	132
2025 Q4	$14.9M	Buy	334,118 +87,644	+36%	+$3.9M	0.1%	177
2025 Q3	$11M	Sell	246,474 -75,040	-23%	-$3.29M	0.08%	211
2025 Q2	$13.6M	Buy	321,514 +159,846	+99%	+$6.66M	0.11%	161
2025 Q1	$7.55M	Sell	161,668 -66,504	-29%	-$3M	0.07%	229
2024 Q4	$9.77M	Sell	228,172 -251,404	-52%	-$11.4M	0.09%	181
2024 Q3	$21.1M	Sell	479,576 -7,200	-1%	-$322K	0.2%	99
2024 Q2	$22.2M	Sell	486,776 -39,976	-8%	-$1.86M	0.23%	85
2024 Q1	$24.9M	Buy	526,752 +16,936	+3%	+$727K	0.28%	74
2023 Q4	$21.4M	Buy	509,816 +56,342	+12%	+$2.41M	0.26%	81
2023 Q3	$20.5M	Buy	453,474 +14,604	+3%	+$639K	0.29%	77
2023 Q2	$17.8M	Sell	438,870 -55,994	-11%	-$2.28M	0.26%	83
2023 Q1	$20.5M	Buy	494,864 +8,554	+2%	+$366K	0.33%	65
2022 Q4	$21.3M	Buy	486,310 +135,246	+39%	+$5.89M	0.37%	63
2022 Q3	$12.6M	Sell	351,064 -3,006	-0.8%	-$114K	0.25%	82
2022 Q2	$12.7M	Buy	354,070 +25,494	+8%	+$1.02M	0.24%	81
2022 Q1	$12.6M	Buy	328,576 +105,606	+47%	+$3.66M	0.21%	84
2021 Q4	$6.19M	Buy	222,970 +99,784	+81%	+$2.82M	0.1%	142
2021 Q3	$3.21M	Sell	123,186 -33,966	-22%	-$841K	0.05%	203
2021 Q2	$4.23M	Sell	157,152 -8,250	-5%	-$215K	0.07%	158
2021 Q1	$4.06M	Buy	165,402 +15,340	+10%	+$354K	0.09%	156
2020 Q4	$2.84M	Buy	150,062 +46,854	+45%	+$807K	0.06%	181
2020 Q3	$1.55M	Buy	103,208 +3,628	+4%	+$64.4K	0.04%	245
2020 Q2	$1.88M	Sell	99,580 -165,054	-62%	-$3.07M	0.05%	215
2020 Q1	$3.85M	Buy	264,634 +171,020	+183%	+$4.06M	0.14%	104
2019 Q4	$2.81M	Buy	+93,614	New	+$2.78M	0.08%	144

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

Equitable Holdings's XLE Position: Q2 2026 in Review

Equitable Holdings reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 26% in Q2 2026, selling an estimated $7.92M and leaving 384,998 shares worth $20.4M. The position accounts for 0.12% of the portfolio, ranked #161.

Equitable Holdings first reported a position in XLE in Q4 2019 and has held it in 27 quarters since. The position peaked at $24.9M in Q1 2024. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Equitable Holdings held 384,998 shares of State Street Energy Select Sector SPDR ETF worth $20.4M as of Q2 2026.
Equitable Holdings sold 138,455 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $7.92M.
State Street Energy Select Sector SPDR ETF made up 0.12% of Equitable Holdings's portfolio in Q2 2026, its #161 holding.
Equitable Holdings first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Equitable Holdings's State Street Energy Select Sector SPDR ETF position peaked at $24.9M in Q1 2024.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.