Knollwood Investment Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Knollwood Investment Advisory’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	$3.64M	Hold	59,440	–	–	0.37%	60
2025 Q4	$2.66M	Hold	59,440	–	–	0.25%	85
2025 Q3	$2.66M	Hold	59,440	–	–	0.24%	89
2025 Q2	$2.52M	Hold	59,440	–	–	0.24%	103
2025 Q1	$2.78M	Hold	59,440	–	–	0.31%	80
2024 Q4	$2.55M	Hold	59,440	–	–	0.27%	94
2024 Q3	$2.61M	Hold	59,440	–	–	0.28%	92
2024 Q2	$2.71M	Hold	59,440	–	–	0.3%	81
2024 Q1	$2.81M	Hold	59,440	–	–	0.51%	42
2023 Q4	$2.49M	Hold	59,440	–	–	0.52%	44
2023 Q3	$2.69M	Hold	59,440	–	–	1.25%	28
2023 Q2	$2.41M	Buy	59,440 +43,800	+280%	+$1.78M	0.81%	41
2023 Q1	$648K	Hold	15,640	–	–	0.13%	96
2022 Q4	$684K	Buy	+15,640	New	+$681K	0.27%	83

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

Knollwood Investment Advisory's XLE Position: Q1 2026 in Review

Knollwood Investment Advisory held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 59,440 shares worth $3.64M. The position accounts for 0.37% of the portfolio, ranked #60.

Knollwood Investment Advisory first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Knollwood Investment Advisory held 59,440 shares of State Street Energy Select Sector SPDR ETF worth $3.64M as of Q1 2026.
Knollwood Investment Advisory left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.37% of Knollwood Investment Advisory's portfolio in Q1 2026, its #60 holding.
Knollwood Investment Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.