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

Gotham Asset 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	$6.34M	Buy	103,419 +90,878	+725%	+$4.87M	0.02%	811
2025 Q4	$561K	Buy	12,541 +3,985	+47%	+$177K	﹤0.01%	1409
2025 Q3	$382K	Buy	8,556 +3,488	+69%	+$153K	﹤0.01%	1447
2025 Q2	$215K	Hold	5,068	–	–	﹤0.01%	1553
2025 Q1	$237K	Buy	+5,068	New	+$229K	﹤0.01%	1436

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

Gotham Asset Management's XLE Position: Q1 2026 in Review

Gotham Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 725% in Q1 2026, buying an estimated $4.87M and bringing the position to 103,419 shares worth $6.34M. The position accounts for 0.02% of the portfolio, ranked #811.

Gotham Asset Management first reported a position in XLE in Q1 2025 and has held it in 5 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Gotham Asset Management held 103,419 shares of State Street Energy Select Sector SPDR ETF worth $6.34M as of Q1 2026.
Gotham Asset Management bought 90,878 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $4.87M.
State Street Energy Select Sector SPDR ETF made up 0.02% of Gotham Asset Management's portfolio in Q1 2026, its #811 holding.
Gotham Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.