Essex Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Essex Financial Services’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	$594K	Buy	9,696 +859	+10%	+$46.1K	0.03%	410
2025 Q4	$395K	Sell	8,837 -197	-2%	-$8.77K	0.02%	514
2025 Q3	$404K	Sell	9,034 -6,422	-42%	-$281K	0.02%	488
2025 Q2	$655K	Sell	15,456 -1,598	-9%	-$66.6K	0.04%	353
2025 Q1	$797K	Sell	17,054 -728	-4%	-$32.8K	0.06%	284
2024 Q4	$762K	Sell	17,782 -6,336	-26%	-$288K	0.05%	293
2024 Q3	$1.09M	Sell	24,118 -6,866	-22%	-$307K	0.08%	221
2024 Q2	$1.38M	Buy	30,984 +1,362	+5%	+$63.4K	0.1%	186
2024 Q1	$1.4M	Buy	29,622 +5,694	+24%	+$245K	0.13%	161
2023 Q4	$1M	Sell	23,928 -1,838	-7%	-$78.6K	0.1%	187
2023 Q3	$1.16M	Sell	25,766 -8,796	-25%	-$385K	0.13%	157
2023 Q2	$1.4M	Sell	34,562 -59,470	-63%	-$2.42M	0.16%	131
2023 Q1	$3.89M	Buy	94,032 +13,874	+17%	+$593K	0.41%	64
2022 Q4	$3.5M	Buy	80,158 +5,942	+8%	+$259K	0.37%	68
2022 Q3	$2.67M	Sell	74,216 -17,598	-19%	-$666K	0.32%	78
2022 Q2	$3.28M	Buy	91,814 +83,890	+1,059%	+$3.37M	0.37%	67
2022 Q1	$303K	Sell	7,924 -516	-6%	-$17.9K	0.03%	371
2021 Q4	$234K	Sell	8,440 -18	-0.2%	-$509	0.02%	431
2021 Q3	$220K	Buy	8,458 +806	+11%	+$20K	0.03%	421
2021 Q2	$206K	Buy	+7,652	New	+$199K	0.03%	432
2019 Q1	–	Sell	-7,000	Closed	-$201K	–	265
2018 Q4	$201K	Sell	7,000 -3,420	-33%	-$114K	0.06%	230
2018 Q3	$395K	Sell	10,420 -4,070	-28%	-$153K	0.09%	185
2018 Q2	$550K	Sell	14,490 -10,672	-42%	-$397K	0.13%	148
2018 Q1	$848K	Buy	25,162 +12,580	+100%	+$445K	0.17%	135
2017 Q4	$455K	Sell	12,582 -200	-2%	-$6.88K	0.11%	168
2017 Q3	$438K	Sell	12,782 -13,256	-51%	-$431K	0.11%	166
2017 Q2	$845K	Buy	26,038 +8,142	+45%	+$274K	0.18%	127
2017 Q1	$625K	Sell	17,896 -13,408	-43%	-$485K	0.14%	155
2016 Q4	$1.18M	Buy	31,304 +1,388	+5%	+$50.2K	0.25%	98
2016 Q3	$1.06M	Buy	29,916 +308	+1%	+$10.6K	0.25%	101
2016 Q2	$1.01M	Buy	29,608 +3,092	+12%	+$102K	0.24%	100
2016 Q1	$821K	Buy	26,516 +7,442	+39%	+$216K	0.2%	114
2015 Q4	$575K	Sell	19,074 -1,694	-8%	-$55.8K	0.14%	164
2015 Q3	$636K	Buy	20,768 +9,994	+93%	+$337K	0.17%	141
2015 Q2	$405K	Sell	10,774 -3,452	-24%	-$137K	0.1%	206
2015 Q1	$552K	Buy	14,226 +2,450	+21%	+$94.9K	0.14%	168
2014 Q4	$466K	Buy	11,776 +4,102	+53%	+$171K	0.12%	181
2014 Q3	$348K	Buy	7,674 +60	+0.8%	+$2.91K	0.1%	203
2014 Q2	$381K	Buy	7,614 +140	+2%	+$6.63K	0.11%	195
2014 Q1	$333K	Sell	7,474 -50	-0.7%	-$2.16K	0.11%	199
2013 Q4	$333K	Sell	7,524 -150	-2%	-$6.46K	0.11%	189
2013 Q3	$318	Sell	7,674 -1,018	-12%	-$41.9K	0.1%	187
2013 Q2	$340K	Buy	+8,692	New	+$344K	0.12%	172

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

Essex Financial Services's XLE Position: Q1 2026 in Review

Essex Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.7% in Q1 2026, buying an estimated $46.1K and bringing the position to 9,696 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #410.

Essex Financial Services first reported a position in XLE in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.89M in Q1 2023. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Essex Financial Services held 9,696 shares of State Street Energy Select Sector SPDR ETF worth $594K as of Q1 2026.
Essex Financial Services bought 859 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $46.1K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #410 holding.
Essex Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 43 quarters since.
Essex Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $3.89M in Q1 2023.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.