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

Loudon 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 Q1	$879K	Sell	14,356 -792	-5%	-$42.5K	0.47%	54
2025 Q4	$677K	Buy	+15,148	New	+$675K	0.35%	59
2021 Q3	–	Sell	-7,516	Closed	-$202K	–	88
2021 Q2	$202K	Sell	7,516 -72,766	-91%	-$1.89M	0.14%	85
2021 Q1	$5.33M	Buy	80,282 +628	+0.8%	+$14.5K	3.82%	5
2020 Q4	$5.18M	Buy	79,654 +25,652	+48%	+$442K	4.05%	4
2020 Q3	$3.15M	Buy	54,002 +15,408	+40%	+$274K	2.66%	13
2020 Q2	$2.02M	Buy	38,594 +31,458	+441%	+$585K	1.74%	21
2020 Q1	$287K	Buy	7,136 +2,036	+40%	+$48.3K	0.3%	62
2019 Q4	$234K	Buy	+5,100	New	+$151K	0.18%	82

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

Loudon Investment Management's XLE Position: Q1 2026 in Review

Loudon Investment Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.2% in Q1 2026, selling an estimated $42.5K and leaving 14,356 shares worth $879K. The position accounts for 0.47% of the portfolio, ranked #54.

Loudon Investment Management first reported a position in XLE in Q4 2019 and has held it in 9 quarters since. The position peaked at $5.33M in Q1 2021. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Loudon Investment Management held 14,356 shares of State Street Energy Select Sector SPDR ETF worth $879K as of Q1 2026.
Loudon Investment Management sold 792 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $42.5K.
State Street Energy Select Sector SPDR ETF made up 0.47% of Loudon Investment Management's portfolio in Q1 2026, its #54 holding.
Loudon Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 9 quarters since.
Loudon Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $5.33M in Q1 2021.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.