First Manhattan’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

First Manhattan’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	$2.01M	Sell	32,834 -6,334	-16%	-$340K	0.01%	348
2025 Q4	$1.75M	Sell	39,168 -21,086	-35%	-$939K	﹤0.01%	358
2025 Q3	$2.69M	Buy	60,254 +1,360	+2%	+$59.5K	0.01%	301
2025 Q2	$2.5M	Buy	58,894 +25,466	+76%	+$1.06M	0.01%	302
2025 Q1	$1.56M	Sell	33,428 -3,594	-10%	-$162K	﹤0.01%	331
2024 Q4	$1.59M	Buy	37,022 +16,012	+76%	+$728K	﹤0.01%	327
2024 Q3	$922K	Sell	21,010 -2	-0%	-$89	﹤0.01%	383
2024 Q2	$958K	Sell	21,012 -2,398	-10%	-$112K	﹤0.01%	367
2024 Q1	$1.11M	Sell	23,410 -476	-2%	-$20.4K	﹤0.01%	363
2023 Q4	$1M	Sell	23,886 -60	-0.3%	-$2.57K	﹤0.01%	378
2023 Q3	$1.08M	Buy	23,946 +470	+2%	+$20.6K	﹤0.01%	374
2023 Q2	$953K	Sell	23,476 -1,082	-4%	-$44.1K	﹤0.01%	383
2023 Q1	$1.02M	Sell	24,558 -3,432	-12%	-$147K	﹤0.01%	402
2022 Q4	$1.22M	Buy	27,990 +714	+3%	+$31.1K	﹤0.01%	391
2022 Q3	$982K	Hold	27,276	–	–	﹤0.01%	413
2022 Q2	$975K	Buy	27,276 +5,930	+28%	+$238K	﹤0.01%	422
2022 Q1	$815K	Sell	21,346 -254	-1%	-$8.8K	﹤0.01%	482
2021 Q4	$599K	Sell	21,600 -200	-0.9%	-$5.65K	﹤0.01%	537
2021 Q3	$567K	Buy	21,800 +19,760	+969%	+$490K	﹤0.01%	528
2021 Q2	$54K	Buy	2,040 +1,552	+318%	+$40.4K	﹤0.01%	972
2021 Q1	$11K	Sell	488 -918	-65%	-$21.2K	﹤0.01%	1225
2020 Q4	$26K	Hold	1,406	–	–	﹤0.01%	1012
2020 Q3	$21K	Buy	1,406 +600	+74%	+$10.7K	﹤0.01%	1017
2020 Q2	$15K	Buy	806 +140	+21%	+$2.6K	﹤0.01%	1087
2020 Q1	$9K	Hold	666	–	–	﹤0.01%	1162
2019 Q4	$19K	Sell	666 -146	-18%	-$4.33K	﹤0.01%	1053
2019 Q3	$24K	Sell	812 -274	-25%	-$8.29K	﹤0.01%	1025
2019 Q2	$34K	Hold	1,086	–	–	﹤0.01%	991
2019 Q1	$35K	Hold	1,086	–	–	﹤0.01%	1014
2018 Q4	$31K	Hold	1,086	–	–	﹤0.01%	999
2018 Q3	$41K	Sell	1,086 -218	-17%	-$8.17K	﹤0.01%	1018
2018 Q2	$49K	Sell	1,304 -2	-0.2%	-$74	﹤0.01%	958
2018 Q1	$44K	Hold	1,306	–	–	﹤0.01%	977
2017 Q4	$47K	Sell	1,306 -68	-5%	-$2.34K	﹤0.01%	1012
2017 Q3	$47K	Hold	1,374	–	–	﹤0.01%	968
2017 Q2	$44K	Buy	1,374 +70	+5%	+$2.35K	﹤0.01%	965
2017 Q1	$45K	Sell	1,304 -2	-0.2%	-$72	﹤0.01%	963
2016 Q4	$49K	Buy	1,306 +2	+0.2%	+$72	﹤0.01%	927
2016 Q3	$46K	Sell	1,304 -2	-0.2%	-$69	﹤0.01%	940
2016 Q2	$44K	Hold	1,306	–	–	﹤0.01%	977
2016 Q1	$40K	Buy	1,306 +2	+0.2%	+$58	﹤0.01%	960
2015 Q4	$39K	Hold	1,304	–	–	﹤0.01%	993
2015 Q3	$39K	Sell	1,304 -2	-0.2%	-$67	﹤0.01%	995
2015 Q2	$49K	Hold	1,306	–	–	﹤0.01%	969
2015 Q1	$50K	Buy	1,306 +420	+47%	+$16.3K	﹤0.01%	976
2014 Q4	$35K	Buy	886 +2	+0.2%	+$83	﹤0.01%	1046
2014 Q3	$40K	Sell	884 -2	-0.2%	-$97	﹤0.01%	1004
2014 Q2	$44K	Buy	886 +2	+0.2%	+$95	﹤0.01%	985
2014 Q1	$39K	Sell	884 -2	-0.2%	-$86	﹤0.01%	996
2013 Q4	$39K	Hold	886	–	–	﹤0.01%	986
2013 Q3	$36K	Buy	886 +220	+33%	+$9.06K	﹤0.01%	992
2013 Q2	$27K	Buy	+666	New	+$26.4K	﹤0.01%	1030

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

First Manhattan's XLE Position: Q1 2026 in Review

First Manhattan reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 16% in Q1 2026, selling an estimated $340K and leaving 32,834 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #348.

First Manhattan first reported a position in XLE in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.69M in Q3 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

First Manhattan held 32,834 shares of State Street Energy Select Sector SPDR ETF worth $2.01M as of Q1 2026.
First Manhattan sold 6,334 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $340K.
State Street Energy Select Sector SPDR ETF made up 0.01% of First Manhattan's portfolio in Q1 2026, its #348 holding.
First Manhattan first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
First Manhattan's State Street Energy Select Sector SPDR ETF position peaked at $2.69M in Q3 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.