Mesirow Financial Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Mesirow Financial Investment Management’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	$2.54M	Buy	47,789 +241	+0.5%	+$13.8K	0.04%	193
2026 Q1	$2.91M	Buy	47,548 +6,702	+16%	+$360K	0.05%	175
2025 Q4	$1.83M	Sell	40,846 -5,662	-12%	-$252K	0.04%	191
2025 Q3	$2.08M	Buy	46,508 +5,710	+14%	+$250K	0.04%	196
2025 Q2	$1.73M	Sell	40,798 -7,388	-15%	-$308K	0.03%	203
2025 Q1	$2.25M	Sell	48,186 -982	-2%	-$44.3K	0.04%	184
2024 Q4	$2.11M	Sell	49,168 -1,984	-4%	-$90.2K	0.04%	186
2024 Q3	$2.25M	Buy	51,152 +1,190	+2%	+$53.2K	0.04%	188
2024 Q2	$2.28M	Sell	49,962 -10,170	-17%	-$474K	0.05%	179
2024 Q1	$2.84M	Buy	60,132 +7,378	+14%	+$317K	0.06%	161
2023 Q4	$2.21M	Buy	+52,754	New	+$2.26M	0.08%	149

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

Mesirow Financial Investment Management's XLE Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.51% in Q2 2026, buying an estimated $13.8K and bringing the position to 47,789 shares worth $2.54M. The position accounts for 0.04% of the portfolio, ranked #193.

Mesirow Financial Investment Management first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.91M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Mesirow Financial Investment Management held 47,789 shares of State Street Energy Select Sector SPDR ETF worth $2.54M as of Q2 2026.
Mesirow Financial Investment Management bought 241 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $13.8K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #193 holding.
Mesirow Financial Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $2.91M in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.