IIM
XLE icon

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

Invariant Investment 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 		– Sell
-5,328
Closed -$249K – 75
2025
Q4 		$249K Buy
+5,328
New +$237K 0.16% 66

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Invariant Investment Management's XLE Position: Q1 2026 in Review

Invariant Investment Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 5,328 shares — an estimated $249K sold.

Invariant Investment Management first reported a position in XLE in Q4 2025 and held it in 1 quarter. The position peaked at $249K in Q4 2025. 2,110 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Invariant Investment Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Invariant Investment Management sold 5,328 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $249K.
  • Invariant Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Invariant Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $249K in Q4 2025.
  • 2,110 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Invariant Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.