Kayne Anderson Rudnick Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Kayne Anderson Rudnick 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 Q2	$200K	Hold	3,758	–	–	﹤0.01%	536
2026 Q1	$230K	Hold	3,758	–	–	﹤0.01%	494
2025 Q4	$168K	Hold	3,758	–	–	﹤0.01%	518
2025 Q3	$168K	Hold	3,758	–	–	﹤0.01%	515
2025 Q2	$159K	Hold	3,758	–	–	﹤0.01%	522
2025 Q1	$176K	Hold	3,758	–	–	﹤0.01%	491
2024 Q4	$161K	Buy	3,758 +1,776	+90%	+$80.7K	﹤0.01%	470
2024 Q3	$87K	Buy	1,982 +1,152	+139%	+$51.5K	﹤0.01%	507
2024 Q2	$37.8K	Hold	830	–	–	﹤0.01%	551
2024 Q1	$39.2K	Hold	830	–	–	﹤0.01%	553
2023 Q4	$34.8K	Sell	830 -324	-28%	-$13.9K	﹤0.01%	546
2023 Q3	$52.2K	Hold	1,154	–	–	﹤0.01%	507
2023 Q2	$46.8K	Hold	1,154	–	–	﹤0.01%	507
2023 Q1	$47.8K	Hold	1,154	–	–	﹤0.01%	496
2022 Q4	$50.5K	Hold	1,154	–	–	﹤0.01%	504
2022 Q3	$42K	Hold	1,154	–	–	﹤0.01%	487
2022 Q2	$41K	Hold	1,154	–	–	﹤0.01%	481
2022 Q1	$44K	Hold	1,154	–	–	﹤0.01%	465
2021 Q4	$32K	Hold	1,154	–	–	﹤0.01%	494
2021 Q3	$30K	Hold	1,154	–	–	﹤0.01%	492
2021 Q2	$31K	Hold	1,154	–	–	﹤0.01%	490
2021 Q1	$28K	Buy	+1,154	New	+$26.6K	﹤0.01%	488

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

Kayne Anderson Rudnick Investment Management's XLE Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 3,758 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Kayne Anderson Rudnick Investment Management first reported a position in XLE in Q1 2021 and has held it in 22 quarters since. The position peaked at $230K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 3,758 shares of State Street Energy Select Sector SPDR ETF worth $200K as of Q2 2026.
Kayne Anderson Rudnick Investment Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #536 holding.
Kayne Anderson Rudnick Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Kayne Anderson Rudnick Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $230K in Q1 2026.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.