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 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 $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Means Investment Company's XLE Position: Q1 2026 in Review

Means Investment Company increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.17% in Q1 2026, buying an estimated $536 and bringing the position to 5,740 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #149.

Means Investment Company first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. The position peaked at $368K in Q3 2023. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Means Investment Company held 5,740 shares of State Street Energy Select Sector SPDR ETF worth $352K as of Q1 2026.
Means Investment Company bought 10 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $536.
State Street Energy Select Sector SPDR ETF made up 0.03% of Means Investment Company's portfolio in Q1 2026, its #149 holding.
Means Investment Company first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Means Investment Company's State Street Energy Select Sector SPDR ETF position peaked at $368K in Q3 2023.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.