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

Marco 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	$1M	Hold	16,384	–	–	0.08%	115
2025 Q4	$733K	Hold	16,384	–	–	0.06%	129
2025 Q3	$732K	Hold	16,384	–	–	0.06%	128
2025 Q2	$695K	Sell	16,384 -104	-0.6%	-$4.33K	0.06%	129
2025 Q1	$770K	Sell	16,488 -80	-0.5%	-$3.61K	0.07%	125
2024 Q4	$710K	Buy	16,568 +50	+0.3%	+$2.27K	0.06%	127
2024 Q3	$725K	Sell	16,518 -74	-0.4%	-$3.31K	0.06%	130
2024 Q2	$756K	Sell	16,592 -62	-0.4%	-$2.89K	0.07%	122
2024 Q1	$786K	Hold	16,654	–	–	0.07%	121
2023 Q4	$698K	Hold	16,654	–	–	0.07%	124
2023 Q3	$753K	Sell	16,654 -1,260	-7%	-$55.1K	0.09%	122
2023 Q2	$727K	Sell	17,914 -320	-2%	-$13K	0.08%	127
2023 Q1	$755K	Buy	18,234 +190	+1%	+$8.12K	0.09%	129
2022 Q4	$789K	Sell	18,044 -28	-0.2%	-$1.22K	0.09%	126
2022 Q3	$651K	Sell	18,072 -1,086	-6%	-$41.1K	0.08%	131
2022 Q2	$685K	Sell	19,158 -400	-2%	-$16K	0.08%	131
2022 Q1	$748K	Buy	19,558 +342	+2%	+$11.8K	0.08%	135
2021 Q4	$533K	Buy	19,216 +1,540	+9%	+$43.5K	0.05%	149
2021 Q3	$460K	Hold	17,676	–	–	0.05%	153
2021 Q2	$476K	Buy	17,676 +400	+2%	+$10.4K	0.06%	146
2021 Q1	$424K	Sell	17,276 -700	-4%	-$16.1K	0.06%	142
2020 Q4	$341K	Sell	17,976 -3,500	-16%	-$60.3K	0.05%	146
2020 Q3	$322K	Hold	21,476	–	–	0.05%	140
2020 Q2	$406K	Buy	21,476 +800	+4%	+$14.9K	0.07%	123
2020 Q1	$300K	Buy	20,676 +300	+1%	+$7.12K	0.06%	133
2019 Q4	$612K	Buy	20,376 +7,630	+60%	+$226K	0.1%	114
2019 Q3	$377K	Sell	12,746 -210	-2%	-$6.35K	0.06%	138
2019 Q2	$413K	Sell	12,956 -1,370	-10%	-$43.9K	0.07%	134
2019 Q1	$474K	Sell	14,326 -100	-0.7%	-$3.21K	0.09%	128
2018 Q4	$414K	Sell	14,426 -8,530	-37%	-$285K	0.08%	138
2018 Q3	$869K	Buy	22,956 +200	+0.9%	+$7.5K	0.12%	115
2018 Q2	$864K	Buy	22,756 +3,090	+16%	+$115K	0.13%	113
2018 Q1	$663K	Buy	19,666 +1,100	+6%	+$38.9K	0.1%	124
2017 Q4	$671K	Buy	18,566 +6,800	+58%	+$234K	0.1%	121
2017 Q3	$403K	Buy	11,766 +1,400	+14%	+$45.5K	0.06%	154
2017 Q2	$336K	Sell	10,366 -370	-3%	-$12.4K	0.06%	156
2017 Q1	$375K	Buy	10,736 +1,026	+11%	+$37.1K	0.06%	149
2016 Q4	$366K	Sell	9,710 -12,830	-57%	-$464K	0.06%	149
2016 Q3	$796K	Buy	22,540 +380	+2%	+$13K	0.14%	119
2016 Q2	$756K	Sell	22,160 -84,260	-79%	-$2.78M	0.14%	122
2016 Q1	$3.29K	Sell	106,420 -15,800	-13%	-$458K	0.48%	55
2015 Q4	$3.69M	Hold	122,220	–	–	0.69%	45
2015 Q3	$3.74M	Sell	122,220 -1,500	-1%	-$50.6K	0.74%	44
2015 Q2	$4.65M	Hold	123,720	–	–	0.78%	48
2015 Q1	$4.8M	Buy	123,720 +5,400	+5%	+$209K	0.83%	44
2014 Q4	$4.68M	Buy	+118,320	New	+$4.92M	0.59%	48

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

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

Marco Investment Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 16,384 shares worth $1M. The position accounts for 0.08% of the portfolio, ranked #115.

Marco Investment Management first reported a position in XLE in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.8M in Q1 2015. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Marco Investment Management held 16,384 shares of State Street Energy Select Sector SPDR ETF worth $1M as of Q1 2026.
Marco Investment Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.08% of Marco Investment Management's portfolio in Q1 2026, its #115 holding.
Marco Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 46 quarters since.
Marco Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $4.8M in Q1 2015.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.