Keel Point’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Keel Point’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	$1.66M	Sell	27,024 -3,561	-12%	-$191K	0.11%	120
2025 Q4	$1.37M	Buy	30,585 +1,049	+4%	+$46.7K	0.08%	155
2025 Q3	$1.32M	Sell	29,536 -13,940	-32%	-$610K	0.08%	151
2025 Q2	$1.84M	Buy	43,476 +14,268	+49%	+$594K	0.12%	120
2025 Q1	$1.36M	Buy	29,208 +8,150	+39%	+$367K	0.11%	124
2024 Q4	$902K	Buy	21,058 +540	+3%	+$24.5K	0.07%	156
2024 Q3	$901K	Buy	20,518 +374	+2%	+$16.7K	0.08%	162
2024 Q2	$896K	Buy	20,144 +512	+3%	+$23.8K	0.08%	155
2024 Q1	$927K	Buy	19,632 +1,606	+9%	+$69K	0.1%	138
2023 Q4	$756K	Buy	18,026 +342	+2%	+$14.6K	0.09%	138
2023 Q3	$799K	Buy	17,684 +1,042	+6%	+$45.6K	0.11%	122
2023 Q2	$675K	Sell	16,642 -16,358	-50%	-$666K	0.09%	134
2023 Q1	$1.37M	Sell	33,000 -8,980	-21%	-$384K	0.2%	87
2022 Q4	$1.84M	Hold	41,980	–	–	0.29%	72
2022 Q3	$1.51M	Sell	41,980 -8,680	-17%	-$328K	0.26%	71
2022 Q2	$1.91M	Sell	50,660 -822	-2%	-$33K	0.3%	61
2022 Q1	$1.97M	Buy	51,482 +30,870	+150%	+$1.07M	0.3%	64
2021 Q4	$572K	Buy	+20,612	New	+$582K	0.06%	139
2021 Q3	–	Sell	-28,000	Closed	-$754K	–	291
2021 Q2	$754K	Buy	+28,000	New	+$728K	0.08%	131
2017 Q2	–	Sell	-8,716	Closed	-$305K	–	165
2017 Q1	$305K	Sell	8,716 -191,836	-96%	-$6.93M	0.06%	119
2016 Q4	$7.55M	Buy	+200,552	New	+$7.25M	1.7%	19

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

Keel Point's XLE Position: Q1 2026 in Review

Keel Point reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q1 2026, selling an estimated $191K and leaving 27,024 shares worth $1.66M. The position accounts for 0.11% of the portfolio, ranked #120.

Keel Point first reported a position in XLE in Q4 2016 and has held it in 21 quarters since. The position peaked at $7.55M in Q4 2016. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Keel Point held 27,024 shares of State Street Energy Select Sector SPDR ETF worth $1.66M as of Q1 2026.
Keel Point sold 3,561 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $191K.
State Street Energy Select Sector SPDR ETF made up 0.11% of Keel Point's portfolio in Q1 2026, its #120 holding.
Keel Point first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 21 quarters since.
Keel Point's State Street Energy Select Sector SPDR ETF position peaked at $7.55M in Q4 2016.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.