Lazard Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lazard Asset 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
2025 Q3	–	Sell	-7,500	Closed	-$318K	–	2374
2025 Q2	$318K	Buy	+7,500	New	+$312K	﹤0.01%	1607
2022 Q4	–	Sell	-150,000	Closed	-$5.4M	–	2589
2022 Q3	$5.4M	Buy	+150,000	New	+$5.67M	0.01%	692
2019 Q2	–	Sell	-109,700	Closed	-$3.63M	–	1262
2019 Q1	$3.63M	Sell	109,700 -8,350	-7%	-$268K	0.01%	641
2018 Q4	$3.38M	Hold	118,050	–	–	0.01%	589
2018 Q3	$4.47M	Buy	118,050 +140	+0.1%	+$5.25K	0.01%	589
2018 Q2	$4.48M	Sell	117,910 -104,890	-47%	-$3.9M	0.01%	583
2018 Q1	$7.51M	Buy	+222,800	New	+$7.89M	0.01%	489
2017 Q2	–	Sell	-285,800	Closed	-$9.99M	–	1053
2017 Q1	$9.99M	Buy	+285,800	New	+$10.3M	0.02%	459
2016 Q2	–	Sell	-18,980	Closed	-$587K	–	1112
2016 Q1	$587K	Sell	18,980 -181,020	-91%	-$5.25M	﹤0.01%	708
2015 Q4	$6.03M	Buy	+200,000	New	+$6.58M	0.01%	491
2014 Q2	–	Sell	-65,600	Closed	-$2.92M	–	1070
2014 Q1	$2.92M	Buy	+65,600	New	+$2.83M	0.01%	549

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

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Lazard Asset Management's XLE Position: Q3 2025 in Review

Lazard Asset Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 7,500 shares — an estimated $318K sold.

Lazard Asset Management first reported a position in XLE in Q1 2014 and held it in 11 quarters. The position peaked at $9.99M in Q1 2017. 1,739 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Lazard Asset Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Lazard Asset Management sold 7,500 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $318K.
Lazard Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2014 and held it in 11 quarters.
Lazard Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $9.99M in Q1 2017.
1,739 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Lazard Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.