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 Q2	$52.6M	Sell	990,000 -650,000	-40%	-$37.2M	0.2%	105
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 $1.55T 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

LMR Partners's XLE Position: Q2 2026 in Review

LMR Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 80,000 shares — an estimated $4.57M sold.

LMR Partners first reported a position in XLE in Q2 2021 and held it in 6 quarters. The position peaked at $32.5M in Q2 2023. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

LMR Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
LMR Partners sold 80,000 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $4.57M.
LMR Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 6 quarters.
LMR Partners's State Street Energy Select Sector SPDR ETF position peaked at $32.5M in Q2 2023.
2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.