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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$49.3K Hold
928
0.01% 300
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 201
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

Family Management's XLE Position: Q2 2026 in Review

Family Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 928 shares worth $49.3K. The position accounts for 0.01% of the portfolio, ranked #300.

Family Management first reported a position in XLE in Q2 2021 and has held it in 9 quarters since. The position peaked at $85.4K in Q1 2025. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Family Management held 928 shares of State Street Energy Select Sector SPDR ETF worth $49.3K as of Q2 2026.
  • Family Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Family Management's portfolio in Q2 2026, its #300 holding.
  • Family Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 9 quarters since.
  • Family Management's State Street Energy Select Sector SPDR ETF position peaked at $85.4K in Q1 2025.
  • 2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.