FM
XLE icon

Family Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Family Management’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 		$56.8K Hold
928
– – 0.01% 274
2025
Q4 		$41.5K Hold
928
– – 0.01% 258
2025
Q3 		$41.5K Hold
928
– – 0.01% 237
2025
Q2 		$39.4K Sell
928
-900
-49% -$37.5K 0.01% 207
2025
Q1 		$85.4K Buy
1,828
+900
+97% +$40.6K 0.01% 184
2024
Q4 		$39.7K Buy
+928
New +$42.2K 0.01% 175
2022
Q2 		– Sell
-1,000
Closed -$38K – 202
2022
Q1 		$38K Buy
+1,000
New +$34.6K 0.01% 161
2021
Q3 		– Sell
-180
Closed -$5K – 207
2021
Q2 		$5K Buy
+180
New +$4.68K ﹤0.01% 198

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return