ES4 LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

ES4 LLC’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	$2.63M	Buy	49,464 +6,871	+16%	+$393K	1.38%	19
2026 Q1	$2.61M	Buy	42,593 +17,068	+67%	+$916K	1.68%	15
2025 Q4	$1.14M	Buy	+25,525	New	+$1.14M	0.79%	21

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

ES4 LLC's XLE Position: Q2 2026 in Review

ES4 LLC increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 16% in Q2 2026, buying an estimated $393K and bringing the position to 49,464 shares worth $2.63M. The position accounts for 1.38% of the portfolio, ranked #19.

ES4 LLC first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

ES4 LLC held 49,464 shares of State Street Energy Select Sector SPDR ETF worth $2.63M as of Q2 2026.
ES4 LLC bought 6,871 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $393K.
State Street Energy Select Sector SPDR ETF made up 1.38% of ES4 LLC's portfolio in Q2 2026, its #19 holding.
ES4 LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on ES4 LLC's 13F filing for Q2 2026, filed 29 Jul 2026.