Leuthold Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Leuthold Group’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	$1.43M	Buy	26,969 +20,922	+346%	+$1.2M	0.14%	142
2026 Q1	$370K	Buy	+6,047	New	+$324K	0.04%	185
2024 Q3	–	Sell	-18,506	Closed	-$843K	–	203
2024 Q2	$843K	Buy	+18,506	New	+$862K	0.1%	134
2024 Q1	–	Sell	-8,658	Closed	-$363K	–	192
2023 Q4	$363K	Buy	8,658 +1,078	+14%	+$46.1K	0.05%	155
2023 Q3	$343K	Buy	+7,580	New	+$332K	0.05%	157
2023 Q2	–	Sell	-9,980	Closed	-$413K	–	234
2023 Q1	$413K	Sell	9,980 -2,010	-17%	-$85.9K	0.05%	154
2022 Q4	$524K	Buy	11,990 +38	+0.3%	+$1.65K	0.07%	146
2022 Q3	$430K	Buy	11,952 +1,282	+12%	+$48.5K	0.06%	142
2022 Q2	$382K	Sell	10,670 -3,726	-26%	-$149K	0.05%	155
2022 Q1	$550K	Buy	14,396 +1,490	+12%	+$51.6K	0.07%	136
2021 Q4	$358K	Buy	+12,906	New	+$365K	0.04%	163

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

Leuthold Group's XLE Position: Q2 2026 in Review

Leuthold Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 346% in Q2 2026, buying an estimated $1.2M and bringing the position to 26,969 shares worth $1.43M. The position accounts for 0.14% of the portfolio, ranked #142.

Leuthold Group first reported a position in XLE in Q4 2021 and has held it in 11 quarters since. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Leuthold Group held 26,969 shares of State Street Energy Select Sector SPDR ETF worth $1.43M as of Q2 2026.
Leuthold Group bought 20,922 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.2M.
State Street Energy Select Sector SPDR ETF made up 0.14% of Leuthold Group's portfolio in Q2 2026, its #142 holding.
Leuthold Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.