MassMutual Private Wealth & Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$45.5K Buy
+857
New +$49K ﹤0.01% 809
2025
Q4
Sell
-132
Closed -$5.9K 2469
2025
Q3
$5.9K Sell
132
-1,000
-88% -$43.8K ﹤0.01% 1604
2025
Q2
$48K Buy
+1,132
New +$47.1K ﹤0.01% 797
2024
Q3
Sell
-1,018
Closed -$46.4K 2268
2024
Q2
$46.4K Sell
1,018
-582
-36% -$27.1K ﹤0.01% 659
2024
Q1
$75.5K Sell
1,600
-950
-37% -$40.8K ﹤0.01% 528
2023
Q4
$107K Buy
2,550
+550
+28% +$23.5K ﹤0.01% 455
2023
Q3
$90.4K Sell
2,000
-872
-30% -$38.2K ﹤0.01% 474
2023
Q2
$117K Buy
2,872
+572
+25% +$23.3K ﹤0.01% 416
2023
Q1
$95.3K Hold
2,300
﹤0.01% 427
2022
Q4
$101K Hold
2,300
﹤0.01% 408
2022
Q3
$83K Sell
2,300
-234
-9% -$8.85K ﹤0.01% 415
2022
Q2
$91K Buy
2,534
+534
+27% +$21.4K ﹤0.01% 395
2022
Q1
$76K Buy
2,000
+100
+5% +$3.46K ﹤0.01% 421
2021
Q4
$53K Buy
1,900
+1,600
+533% +$45.2K ﹤0.01% 480
2021
Q3
$8K Sell
300
-80
-21% -$1.98K ﹤0.01% 764
2021
Q2
$10K Sell
380
-100
-21% -$2.6K ﹤0.01% 687
2021
Q1
$12K Sell
480
-7,276
-94% -$168K ﹤0.01% 587
2020
Q4
$147K Buy
7,756
+6,786
+700% +$117K 0.01% 360
2020
Q3
$15K Sell
970
-200
-17% -$3.55K ﹤0.01% 536
2020
Q2
$22K Sell
1,170
-4,628
-80% -$86.1K ﹤0.01% 464
2020
Q1
$84K Sell
5,798
-16,382
-74% -$389K 0.01% 344
2019
Q4
$666K Buy
22,180
+20,500
+1,220% +$608K 0.04% 235
2019
Q3
$50K Sell
1,680
-1,800
-52% -$54.4K ﹤0.01% 423
2019
Q2
$111K Sell
3,480
-926
-21% -$29.6K 0.01% 371
2019
Q1
$146K Sell
4,406
-1,660
-27% -$53.3K 0.01% 362
2018
Q4
$174K Buy
6,066
+1,914
+46% +$64K 0.01% 326
2018
Q3
$157K Sell
4,152
-420
-9% -$15.7K 0.01% 354
2018
Q2
$174K Sell
4,572
-190
-4% -$7.06K 0.01% 343
2018
Q1
$161K Sell
4,762
-650
-12% -$23K 0.01% 347
2017
Q4
$196K Sell
5,412
-274
-5% -$9.43K 0.02% 343
2017
Q3
$195K Sell
5,686
-334
-6% -$10.9K 0.02% 351
2017
Q2
$195K Buy
6,020
+184
+3% +$6.18K 0.02% 330
2017
Q1
$204K Sell
5,836
-1,906
-25% -$68.9K 0.02% 334
2016
Q4
$292K Buy
+7,742
New +$280K 0.04% 244
2016
Q2
$209K Buy
6,124
+186
+3% +$6.14K 0.03% 314
2016
Q1
$184K Sell
5,938
-2,506
-30% -$72.7K 0.02% 295
2015
Q4
$255K Sell
8,444
-12,906
-60% -$425K 0.04% 250
2015
Q3
$967K Buy
21,350
+654
+3% +$22K 0.2% 125
2015
Q2
$1.04M Buy
20,696
+10,838
+110% +$430K 0.23% 111
2015
Q1
$382K Sell
9,858
-5,634
-36% -$218K 0.06% 222
2014
Q4
$613K Sell
15,492
-5,858
-27% -$244K 0.2% 131
2014
Q3
$967K Buy
21,350
+654
+3% +$31.7K 0.19% 125
2014
Q2
$1.04M Buy
20,696
+6,244
+43% +$296K 0.41% 66
2014
Q1
$644K Buy
14,452
+6,202
+75% +$268K 0.38% 78
2013
Q4
$365K Buy
+8,250
New +$355K 0.34% 60

Other funds holding XLE

MassMutual Private Wealth & Trust's XLE Position: Q2 2026 in Review

MassMutual Private Wealth & Trust opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 857 shares worth $45.5K. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in XLE as recently as Q3 2025.

MassMutual Private Wealth & Trust first reported a position in XLE in Q4 2013 and has held it in 45 quarters since. The position peaked at $1.04M in Q2 2015. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • MassMutual Private Wealth & Trust held 857 shares of State Street Energy Select Sector SPDR ETF worth $45.5K as of Q2 2026.
  • State Street Energy Select Sector SPDR ETF was a new MassMutual Private Wealth & Trust position in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #809 holding.
  • MassMutual Private Wealth & Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 45 quarters since.
  • MassMutual Private Wealth & Trust's State Street Energy Select Sector SPDR ETF position peaked at $1.04M in Q2 2015.
  • 2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.