GLOBALT Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

GLOBALT Investments’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	$729K	Buy	11,901 +314	+3%	+$16.8K	0.03%	157
2025 Q4	$518K	Sell	11,587 -209	-2%	-$9.31K	0.02%	170
2025 Q3	$527K	Sell	11,796 -724	-6%	-$31.7K	0.02%	167
2025 Q2	$531K	Sell	12,520 -1,476	-11%	-$61.5K	0.02%	174
2025 Q1	$654K	Sell	13,996 -1,514	-10%	-$68.3K	0.03%	160
2024 Q4	$664K	Sell	15,510 -330	-2%	-$15K	0.03%	165
2024 Q3	$695K	Sell	15,840 -424	-3%	-$19K	0.03%	162
2024 Q2	$741K	Sell	16,264 -1,920	-11%	-$89.4K	0.03%	162
2024 Q1	$858K	Sell	18,184 -1,096	-6%	-$47.1K	0.03%	157
2023 Q4	$808K	Buy	+19,280	New	+$824K	0.03%	157

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

GLOBALT Investments's XLE Position: Q1 2026 in Review

GLOBALT Investments increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.7% in Q1 2026, buying an estimated $16.8K and bringing the position to 11,901 shares worth $729K. The position accounts for 0.03% of the portfolio, ranked #157.

GLOBALT Investments first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. The position peaked at $858K in Q1 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

GLOBALT Investments held 11,901 shares of State Street Energy Select Sector SPDR ETF worth $729K as of Q1 2026.
GLOBALT Investments bought 314 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $16.8K.
State Street Energy Select Sector SPDR ETF made up 0.03% of GLOBALT Investments's portfolio in Q1 2026, its #157 holding.
GLOBALT Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
GLOBALT Investments's State Street Energy Select Sector SPDR ETF position peaked at $858K in Q1 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.