Leavell Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Leavell 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	$537K	Buy	10,106 +1,206	+14%	+$69K	0.02%	426
2026 Q1	$545K	Sell	8,900 -590	-6%	-$31.6K	0.02%	404
2025 Q4	$424K	Sell	9,490 -48	-0.5%	-$2.14K	0.02%	447
2025 Q3	$426K	Sell	9,538 -876	-8%	-$38.4K	0.02%	444
2025 Q2	$442K	Buy	10,414 +1,244	+14%	+$51.8K	0.02%	429
2025 Q1	$428K	Buy	9,170 +1,604	+21%	+$72.3K	0.02%	411
2024 Q4	$324K	Sell	7,566 -2,056	-21%	-$93.4K	0.02%	454
2024 Q3	$422K	Buy	9,622 +3,186	+50%	+$142K	0.02%	412
2024 Q2	$293K	Buy	6,436 +60	+0.9%	+$2.79K	0.02%	441
2024 Q1	$301K	Sell	6,376 -462	-7%	-$19.8K	0.02%	424
2023 Q4	$287K	Buy	6,838 +434	+7%	+$18.6K	0.02%	410
2023 Q3	$289K	Buy	6,404 +522	+9%	+$22.8K	0.02%	392
2023 Q2	$239K	Buy	+5,882	New	+$240K	0.02%	429
2017 Q2	–	Sell	-5,810	Closed	-$203K	–	378
2017 Q1	$203K	Sell	5,810 -550	-9%	-$19.9K	0.03%	358
2016 Q4	$240K	Hold	6,360	–	–	0.03%	338
2016 Q3	$225K	Hold	6,360	–	–	0.03%	346
2016 Q2	$217K	Buy	+6,360	New	+$210K	0.03%	361
2015 Q4	–	Sell	-6,600	Closed	-$202K	–	376
2015 Q3	$202K	Sell	6,600 -3,030	-31%	-$102K	0.03%	365
2015 Q2	$362K	Sell	9,630 -200	-2%	-$7.94K	0.06%	300
2015 Q1	$381K	Sell	9,830 -600	-6%	-$23.2K	0.06%	291
2014 Q4	$413K	Buy	10,430 +1,010	+11%	+$42K	0.06%	268
2014 Q3	$427K	Buy	9,420 +2,050	+28%	+$99.3K	0.07%	254
2014 Q2	$369K	Hold	7,370	–	–	0.06%	270
2014 Q1	$328K	Sell	7,370 -300	-4%	-$12.9K	0.05%	288
2013 Q4	$339K	Sell	7,670 -920	-11%	-$39.6K	0.06%	285
2013 Q3	$356K	Hold	8,590	–	–	0.06%	260
2013 Q2	$336K	Buy	+8,590	New	+$340K	0.06%	258

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

Leavell Investment Management's XLE Position: Q2 2026 in Review

Leavell Investment Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q2 2026, buying an estimated $69K and bringing the position to 10,106 shares worth $537K. The position accounts for 0.02% of the portfolio, ranked #426.

Leavell Investment Management first reported a position in XLE in Q2 2013 and has held it in 27 quarters since. The position peaked at $545K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Leavell Investment Management held 10,106 shares of State Street Energy Select Sector SPDR ETF worth $537K as of Q2 2026.
Leavell Investment Management bought 1,206 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $69K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #426 holding.
Leavell Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 27 quarters since.
Leavell Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $545K in Q1 2026.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.