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Geneva Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Geneva Partners’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
Q2 		$251K Sell
4,731
-3,241
-41% -$185K 0.07% 73
2026
Q1 		$488K Buy
+7,972
New +$428K 0.23% 49
2021
Q3 		– Sell
-12,700
Closed -$342K – 113
2021
Q2 		$342K Buy
+12,700
New +$330K 0.16% 84

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Geneva Partners's XLE Position: Q2 2026 in Review

Geneva Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 41% in Q2 2026, selling an estimated $185K and leaving 4,731 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #73.

Geneva Partners first reported a position in XLE in Q2 2021 and has held it in 3 quarters since. The position peaked at $488K in Q1 2026. 1,536 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Geneva Partners held 4,731 shares of State Street Energy Select Sector SPDR ETF worth $251K as of Q2 2026.
  • Geneva Partners sold 3,241 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $185K.
  • State Street Energy Select Sector SPDR ETF made up 0.07% of Geneva Partners's portfolio in Q2 2026, its #73 holding.
  • Geneva Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 3 quarters since.
  • Geneva Partners's State Street Energy Select Sector SPDR ETF position peaked at $488K in Q1 2026.
  • 1,536 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Geneva Partners's 13F filing for Q2 2026, filed 10 Aug 2026.