IPG Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

IPG Investment Advisors’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	$726K	Sell	11,859 -1,429	-11%	-$76.7K	0.12%	118
2025 Q4	$594K	Buy	13,288 +2,178	+20%	+$97K	0.1%	125
2025 Q3	$496K	Sell	11,110 -1,626	-13%	-$71.2K	0.09%	131
2025 Q2	$540K	Sell	12,736 -1,394	-10%	-$58.1K	0.11%	101
2025 Q1	$660K	Sell	14,130 -1,826	-11%	-$82.3K	0.15%	87
2024 Q4	$683K	Buy	15,956 +2,412	+18%	+$110K	0.16%	84
2024 Q3	$595K	Sell	13,544 -35,400	-72%	-$1.58M	0.13%	95
2024 Q2	$2.23M	Sell	48,944 -4,690	-9%	-$218K	0.49%	48
2024 Q1	$2.53M	Sell	53,634 -14,880	-22%	-$639K	0.55%	43
2023 Q4	$2.87M	Buy	68,514 +17,534	+34%	+$750K	0.57%	44
2023 Q3	$2.3M	Sell	50,980 -2,100	-4%	-$91.9K	0.51%	42
2023 Q2	$2.15M	Sell	53,080 -22,076	-29%	-$899K	0.47%	36
2023 Q1	$3.11M	Buy	75,156 +14,914	+25%	+$638K	0.71%	32
2022 Q4	$2.63M	Sell	60,242 -15,292	-20%	-$666K	0.73%	29
2022 Q3	$2.72M	Buy	75,534 +12,348	+20%	+$467K	0.76%	29
2022 Q2	$2.26M	Sell	63,186 -3,270	-5%	-$131K	0.57%	31
2022 Q1	$2.54M	Sell	66,456 -96,228	-59%	-$3.33M	0.49%	32
2021 Q4	$4.51M	Buy	162,684 +75,328	+86%	+$2.13M	0.82%	25
2021 Q3	$2.28M	Buy	87,356 +4,516	+5%	+$112K	0.72%	28
2021 Q2	$2.23M	Buy	82,840 +30,562	+58%	+$795K	0.65%	27
2021 Q1	$1.28M	Buy	52,278 +3,640	+7%	+$84K	0.25%	65
2020 Q4	$922K	Buy	+48,638	New	+$838K	0.21%	65
2020 Q3	–	Sell	-15,978	Closed	-$302K	–	170
2020 Q2	$302K	Buy	+15,978	New	+$297K	0.1%	98
2020 Q1	–	Sell	-87,980	Closed	-$2.64M	–	146
2019 Q4	$2.64M	Buy	87,980 +80,640	+1,099%	+$2.39M	0.84%	31
2019 Q3	$217K	Sell	7,340 -37,200	-84%	-$1.13M	0.08%	112
2019 Q2	$1.42M	Sell	44,540 -9,050	-17%	-$290K	0.52%	41
2019 Q1	$1.77M	Buy	53,590 +23,980	+81%	+$770K	0.61%	35
2018 Q4	$849K	Sell	29,610 -15,926	-35%	-$533K	0.32%	44
2018 Q3	$1.72M	Sell	45,536 -75,398	-62%	-$2.83M	0.56%	32
2018 Q2	$4.59M	Buy	120,934 +25,648	+27%	+$953K	1.61%	16
2018 Q1	$3.21M	Buy	95,286 +70,150	+279%	+$2.48M	1.05%	21
2017 Q4	$908K	Sell	25,136 -200	-0.8%	-$6.88K	0.38%	43
2017 Q3	$868K	Buy	25,336 +15,486	+157%	+$504K	0.3%	51
2017 Q2	$320K	Sell	9,850 -6,504	-40%	-$219K	0.13%	88
2017 Q1	$572K	Sell	16,354 -1,828	-10%	-$66.1K	0.26%	58
2016 Q4	$685K	Buy	18,182 +496	+3%	+$17.9K	0.28%	60
2016 Q3	$624K	Buy	17,686 +2	+0%	+$69	0.26%	56
2016 Q2	$603K	Buy	17,684 +2	+0%	+$66	0.25%	66
2016 Q1	$547K	Buy	17,682 +2,102	+13%	+$61K	0.25%	61
2015 Q4	$471K	Buy	15,580 +564	+4%	+$18.6K	0.22%	66
2015 Q3	$459K	Buy	15,016 +6,852	+84%	+$231K	0.21%	69
2015 Q2	$307K	Buy	8,164 +4	+0%	+$159	0.11%	104
2015 Q1	$317K	Hold	8,160	–	–	0.12%	91
2014 Q4	$323K	Buy	+8,160	New	+$339K	0.13%	81

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

IPG Investment Advisors's XLE Position: Q1 2026 in Review

IPG Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q1 2026, selling an estimated $76.7K and leaving 11,859 shares worth $726K. The position accounts for 0.12% of the portfolio, ranked #118.

IPG Investment Advisors first reported a position in XLE in Q4 2014 and has held it in 44 quarters since. The position peaked at $4.59M in Q2 2018. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

IPG Investment Advisors held 11,859 shares of State Street Energy Select Sector SPDR ETF worth $726K as of Q1 2026.
IPG Investment Advisors sold 1,429 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $76.7K.
State Street Energy Select Sector SPDR ETF made up 0.12% of IPG Investment Advisors's portfolio in Q1 2026, its #118 holding.
IPG Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 44 quarters since.
IPG Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $4.59M in Q2 2018.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on IPG Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.