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

Marshall 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	$39.7K	Sell	747 -132	-15%	-$7.55K	0.02%	140
2026 Q1	$53.8K	Buy	+879	New	+$47.2K	0.03%	119
2025 Q2	–	Sell	-3,242	Closed	-$151K	–	235
2025 Q1	$151K	Sell	3,242 -522	-14%	-$23.5K	0.09%	81
2024 Q4	$165K	Buy	+3,764	New	+$171K	0.1%	72

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

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

Marshall Investment Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 15% in Q2 2026, selling an estimated $7.55K and leaving 747 shares worth $39.7K. The position accounts for 0.02% of the portfolio, ranked #140.

Marshall Investment Management first reported a position in XLE in Q4 2024 and has held it in 4 quarters since. The position peaked at $165K in Q4 2024. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Marshall Investment Management held 747 shares of State Street Energy Select Sector SPDR ETF worth $39.7K as of Q2 2026.
Marshall Investment Management sold 132 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $7.55K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Marshall Investment Management's portfolio in Q2 2026, its #140 holding.
Marshall Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
Marshall Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $165K in Q4 2024.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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