Matrix Trust Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Matrix Trust Company's XLE Position: Q3 2026 in Review

Matrix Trust Company increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.8% in Q3 2026, buying an estimated $136K and bringing the position to 80,985 shares worth $4.98M. The position accounts for 0.72% of the portfolio, ranked #25.

Matrix Trust Company first reported a position in XLE in Q2 2019 and has held it in 30 quarters since. The position peaked at $5.27M in Q2 2024. 979 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

• Matrix Trust Company held 80,985 shares of State Street Energy Select Sector SPDR ETF worth $4.98M as of Q3 2026.
• Matrix Trust Company bought 2,242 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $136K.
• State Street Energy Select Sector SPDR ETF made up 0.72% of Matrix Trust Company's portfolio in Q3 2026, its #25 holding.
• Matrix Trust Company first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2019 and has held it in 30 quarters since.
• Matrix Trust Company's State Street Energy Select Sector SPDR ETF position peaked at $5.27M in Q2 2024.
• 979 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Matrix Trust Company's 13F filing for Q3 2026, filed 7 Oct 2026.