IronBridge Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

IronBridge Private Wealth’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
2021 Q4	–	Sell	-30,000	Closed	-$781K	–	337
2021 Q3	$781K	Hold	30,000	–	–	0.42%	28
2021 Q2	$808K	Buy	30,000 +25,000	+500%	+$650K	0.48%	28
2021 Q1	$123K	Hold	5,000	–	–	0.08%	40
2020 Q4	$95K	Buy	+5,000	New	+$86.2K	0.07%	43

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

IronBridge Private Wealth's XLE Position: Q1 2026 in Review

IronBridge Private Wealth opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 95,192 shares worth $5.83M. The stake represents 1.88% of the portfolio and ranks #14 among its holdings. This is a return to the name: IronBridge Private Wealth previously reported a position in XLE as recently as Q4 2024.

IronBridge Private Wealth first reported a position in XLE in Q1 2021 and has held it in 7 quarters since. The position peaked at $8.51M in Q1 2021. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

IronBridge Private Wealth held 95,192 shares of State Street Energy Select Sector SPDR ETF worth $5.83M as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new IronBridge Private Wealth position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 1.88% of IronBridge Private Wealth's portfolio in Q1 2026, its #14 holding.
IronBridge Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 7 quarters since.
IronBridge Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $8.51M in Q1 2021.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.