Evelyn Partners Investment Management (Europe)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Evelyn Partners Investment Management (Europe)’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	$406K	Hold	6,624	–	–	0.14%	69
2025 Q4	$296K	Hold	6,624	–	–	0.1%	76
2025 Q3	$296K	Hold	6,624	–	–	0.1%	75
2025 Q2	$281K	Hold	6,624	–	–	0.1%	78
2025 Q1	$310K	Hold	6,624	–	–	0.12%	74
2024 Q4	$284K	Buy	+6,624	New	+$301K	0.1%	76

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 $445B AUM 25.58% 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 $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s XLE Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 6,624 shares worth $406K. The position accounts for 0.14% of the portfolio, ranked #69.

Evelyn Partners Investment Management (Europe) first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. 2,110 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 6,624 shares of State Street Energy Select Sector SPDR ETF worth $406K as of Q1 2026.
Evelyn Partners Investment Management (Europe) left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.14% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #69 holding.
Evelyn Partners Investment Management (Europe) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
2,110 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.