Means Investment Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Means Investment Company’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	$250K	Sell	4,700 -1,040	-18%	-$59.5K	0.02%	177
2026 Q1	$352K	Buy	5,740 +10	+0.2%	+$536	0.03%	149
2025 Q4	$256K	Buy	5,730 +12	+0.2%	+$534	0.02%	171
2025 Q3	$255K	Buy	5,718 +12	+0.2%	+$525	0.02%	172
2025 Q2	$242K	Sell	5,706 -874	-13%	-$36.4K	0.02%	179
2025 Q1	$307K	Sell	6,580 -534	-8%	-$24.1K	0.03%	152
2024 Q4	$305K	Buy	7,114 +16	+0.2%	+$727	0.03%	161
2024 Q3	$312K	Sell	7,098 -164	-2%	-$7.33K	0.03%	161
2024 Q2	$331K	Sell	7,262 -194	-3%	-$9.04K	0.04%	154
2024 Q1	$352K	Sell	7,456 -376	-5%	-$16.2K	0.05%	152
2023 Q4	$328K	Sell	7,832 -310	-4%	-$13.3K	0.05%	153
2023 Q3	$368K	Buy	8,142 +48	+0.6%	+$2.1K	0.06%	142
2023 Q2	$328K	Sell	8,094 -100	-1%	-$4.07K	0.05%	151
2023 Q1	$339K	Buy	8,194 +188	+2%	+$8.04K	0.06%	146
2022 Q4	$350K	Buy	+8,006	New	+$349K	0.07%	141

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 22.9% 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

Means Investment Company's XLE Position: Q2 2026 in Review

Means Investment Company reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q2 2026, selling an estimated $59.5K and leaving 4,700 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #177.

Means Investment Company first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $368K in Q3 2023. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Means Investment Company held 4,700 shares of State Street Energy Select Sector SPDR ETF worth $250K as of Q2 2026.
Means Investment Company sold 1,040 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $59.5K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Means Investment Company's portfolio in Q2 2026, its #177 holding.
Means Investment Company first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Means Investment Company's State Street Energy Select Sector SPDR ETF position peaked at $368K in Q3 2023.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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