Madison Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Madison Asset 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	–	Sell	-44,160	Closed	-$1.97M	–	363
2025 Q4	$1.97M	Sell	44,160 -71,182	-62%	-$3.17M	0.02%	249
2025 Q3	$5.15M	Sell	115,342 -161,674	-58%	-$7.08M	0.06%	163
2025 Q2	$11.7M	Buy	277,016 +11,988	+5%	+$499K	0.13%	123
2025 Q1	$12.4M	Sell	265,028 -10,532	-4%	-$475K	0.14%	121
2024 Q4	$11.8M	Sell	275,560 -159,720	-37%	-$7.26M	0.13%	122
2024 Q3	$19.1M	Buy	435,280 +2,396	+0.6%	+$107K	0.21%	105
2024 Q2	$19.7M	Sell	432,884 -38,100	-8%	-$1.77M	0.24%	97
2024 Q1	$22.2M	Sell	470,984 -6,288	-1%	-$270K	0.27%	92
2023 Q4	$20M	Buy	477,272 +146,154	+44%	+$6.25M	0.27%	99
2023 Q3	$15M	Sell	331,118 -1,782	-0.5%	-$78K	0.22%	112
2023 Q2	$13.5M	Sell	332,900 -54,962	-14%	-$2.24M	0.2%	115
2023 Q1	$16.1M	Buy	387,862 +67,936	+21%	+$2.9M	0.24%	106
2022 Q4	$14M	Buy	319,926 +105,044	+49%	+$4.57M	0.22%	113
2022 Q3	$7.74M	Buy	+214,882	New	+$8.13M	0.13%	127

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

Madison Asset Management's XLE Position: Q1 2026 in Review

Madison Asset Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 44,160 shares — an estimated $1.97M sold.

Madison Asset Management first reported a position in XLE in Q3 2022 and held it in 14 quarters. The position peaked at $22.2M in Q1 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Madison Asset Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Madison Asset Management sold 44,160 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.97M.
Madison Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and held it in 14 quarters.
Madison Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $22.2M in Q1 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.