Matthew Hamilton Rosenberg’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Matthew Hamilton Rosenberg’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	$61.1K	Hold	1,150	–	–	0.01%	413
2026 Q1	$70.5K	Hold	1,150	–	–	0.01%	382
2025 Q4	$51.4K	Hold	1,150	–	–	0.01%	418
2025 Q3	$51.4K	Buy	1,150 +226	+24%	+$9.89K	0.01%	419
2025 Q2	$39.2K	Sell	924 -5,172	-85%	-$215K	0.01%	474
2025 Q1	$285K	Hold	6,096	–	–	0.07%	135
2024 Q4	$261K	Hold	6,096	–	–	0.07%	141
2024 Q3	$268K	Hold	6,096	–	–	0.07%	147
2024 Q2	$278K	Sell	6,096 -282	-4%	-$13.1K	0.08%	132
2024 Q1	$303K	Hold	6,378	–	–	0.09%	117
2023 Q4	$267K	Buy	6,378 +5,176	+431%	+$221K	0.08%	131
2023 Q3	$54.3K	Buy	1,202 +4	+0.3%	+$175	0.02%	400
2023 Q2	$48.6K	Buy	1,198 +6	+0.5%	+$244	0.02%	435
2023 Q1	$49.4K	Buy	1,192 +138	+13%	+$5.9K	0.02%	465
2022 Q4	$46.1K	Buy	1,054 +4	+0.4%	+$174	0.02%	476
2022 Q3	$38K	Buy	1,050 +56	+6%	+$2.12K	0.01%	505
2022 Q2	$36K	Buy	994 +8	+0.8%	+$321	0.01%	524
2022 Q1	$38K	Buy	986 +310	+46%	+$10.7K	0.01%	492
2021 Q4	$19K	Buy	676 +6	+0.9%	+$170	0.01%	535
2021 Q3	$17K	Buy	670 +6	+0.9%	+$149	0.01%	522
2021 Q2	$18K	Buy	664 +4	+0.6%	+$104	0.01%	471
2021 Q1	$16K	Buy	660 +6	+0.9%	+$138	0.01%	458
2020 Q4	$12K	Buy	654 +8	+1%	+$138	0.01%	459
2020 Q3	$10K	Buy	646 +8	+1%	+$142	0.01%	459
2020 Q2	$12K	Buy	+638	New	+$11.9K	0.01%	464

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

Matthew Hamilton Rosenberg's XLE Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 1,150 shares worth $61.1K. The position accounts for 0.01% of the portfolio, ranked #413.

Matthew Hamilton Rosenberg first reported a position in XLE in Q2 2020 and has held it in 25 quarters since. The position peaked at $303K in Q1 2024. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Matthew Hamilton Rosenberg held 1,150 shares of State Street Energy Select Sector SPDR ETF worth $61.1K as of Q2 2026.
Matthew Hamilton Rosenberg left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #413 holding.
Matthew Hamilton Rosenberg first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
Matthew Hamilton Rosenberg's State Street Energy Select Sector SPDR ETF position peaked at $303K in Q1 2024.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.