LMR Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

LMR Partners’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	$100M	Buy	+1,640,000	New	+$88M	0.22%	45
2025 Q3	–	Sell	-400,000	Closed	-$17M	–	1680
2025 Q2	$17M	Sell	400,000 -252,800	-39%	-$10.5M	0.12%	183
2025 Q1	$30.5M	Buy	652,800 +452,800	+226%	+$20.4M	0.29%	93
2024 Q4	$8.57M	Buy	+200,000	New	+$9.09M	0.07%	279
2024 Q2	–	Sell	-1,100,200	Closed	-$51.9M	–	1337
2024 Q1	$51.9M	Buy	1,100,200 +418,600	+61%	+$18M	0.53%	36
2023 Q4	$28.6M	Buy	681,600 +438,600	+180%	+$18.8M	0.33%	65
2023 Q3	$11M	Hold	243,000	–	–	0.12%	175
2023 Q2	$9.86M	Buy	+243,000	New	+$9.9M	0.11%	191

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

LMR Partners's XLE Position: Q1 2026 in Review

LMR Partners opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 80,000 shares worth $4.9M. The stake represents 0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: LMR Partners previously reported a position in XLE as recently as Q1 2025.

LMR Partners first reported a position in XLE in Q2 2021 and has held it in 6 quarters since. The position peaked at $32.5M in Q2 2023. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

LMR Partners held 80,000 shares of State Street Energy Select Sector SPDR ETF worth $4.9M as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new LMR Partners position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of LMR Partners's portfolio in Q1 2026, its #648 holding.
LMR Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 6 quarters since.
LMR Partners's State Street Energy Select Sector SPDR ETF position peaked at $32.5M in Q2 2023.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.