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 Q2	$702K	Sell	13,215 -1,141	-8%	-$65.2K	0.34%	60
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 $1.55T 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

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

Loudon Investment Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.9% in Q2 2026, selling an estimated $65.2K and leaving 13,215 shares worth $702K. The position accounts for 0.34% of the portfolio, ranked #60.

Loudon Investment Management first reported a position in XLE in Q4 2019 and has held it in 10 quarters since. The position peaked at $5.33M in Q1 2021. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Loudon Investment Management held 13,215 shares of State Street Energy Select Sector SPDR ETF worth $702K as of Q2 2026.
Loudon Investment Management sold 1,141 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $65.2K.
State Street Energy Select Sector SPDR ETF made up 0.34% of Loudon Investment Management's portfolio in Q2 2026, its #60 holding.
Loudon Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 10 quarters since.
Loudon Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $5.33M in Q1 2021.
2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.