J. Safra Sarasin Holding’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

J. Safra Sarasin Holding’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 Q2	$1.92M	Buy	33,305 +14,628	+78%	+$836K	0.03%	276
2026 Q1	$1.14M	Buy	18,677 +9,527	+104%	+$511K	0.02%	267
2025 Q4	$409K	Hold	9,150	–	–	0.01%	416
2025 Q3	$409K	Hold	9,150	–	–	0.01%	424
2025 Q2	$388K	Hold	9,150	–	–	0.01%	382
2025 Q1	$428K	Hold	9,150	–	–	0.01%	428
2024 Q4	$392K	Hold	9,150	–	–	0.01%	427
2024 Q3	$402K	Hold	9,150	–	–	0.01%	400
2024 Q2	$417K	Buy	+9,150	New	+$426K	0.01%	415

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

J. Safra Sarasin Holding's XLE Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 78% in Q2 2026, buying an estimated $836K and bringing the position to 33,305 shares worth $1.92M. The position accounts for 0.03% of the portfolio, ranked #276.

J. Safra Sarasin Holding first reported a position in XLE in Q2 2024 and has held it in 9 quarters since. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

J. Safra Sarasin Holding held 33,305 shares of State Street Energy Select Sector SPDR ETF worth $1.92M as of Q2 2026.
J. Safra Sarasin Holding bought 14,628 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $836K.
State Street Energy Select Sector SPDR ETF made up 0.03% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #276 holding.
J. Safra Sarasin Holding first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.