MMBG Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MMBG Investment Advisors’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	$4.27M	Sell	80,460 -3,760	-4%	-$215K	0.34%	47
2026 Q1	$5.16M	Hold	84,220	–	–	0.47%	39
2025 Q4	$3.77M	Hold	84,220	–	–	0.32%	53
2025 Q3	$3.76M	Sell	84,220 -22,260	-21%	-$975K	0.33%	48
2025 Q2	$4.52M	Buy	106,480 +18,760	+21%	+$781K	0.45%	43
2025 Q1	$4.1M	Sell	87,720 -50	-0.1%	-$2.25K	0.46%	44
2024 Q4	$3.76M	Hold	87,770	–	–	0.4%	46
2024 Q3	$3.85M	Buy	87,770 +3,370	+4%	+$151K	0.4%	47
2024 Q2	$3.85M	Sell	84,400 -14,290	-14%	-$666K	0.41%	46
2024 Q1	$4.66M	Hold	98,690	–	–	0.49%	42
2023 Q4	$4.14M	Buy	98,690 +4,770	+5%	+$204K	0.49%	45
2023 Q3	$4.24M	Hold	93,920	–	–	0.54%	42
2023 Q2	$3.74M	Buy	93,920 +2,760	+3%	+$112K	0.45%	49
2023 Q1	$3.78M	Buy	91,160 +750	+0.8%	+$32.1K	0.48%	49
2022 Q4	$3.95M	Buy	90,410 +62,420	+223%	+$2.72M	0.52%	45
2022 Q3	$1.01M	Buy	27,990 +652	+2%	+$24.7K	0.13%	85
2022 Q2	$977K	Buy	+27,338	New	+$1.1M	0.12%	87

Other funds holding XLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MMBG Investment Advisors's XLE Position: Q2 2026 in Review

MMBG Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.5% in Q2 2026, selling an estimated $215K and leaving 80,460 shares worth $4.27M. The position accounts for 0.34% of the portfolio, ranked #47.

MMBG Investment Advisors first reported a position in XLE in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.16M in Q1 2026. 1,536 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

MMBG Investment Advisors held 80,460 shares of State Street Energy Select Sector SPDR ETF worth $4.27M as of Q2 2026.
MMBG Investment Advisors sold 3,760 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $215K.
State Street Energy Select Sector SPDR ETF made up 0.34% of MMBG Investment Advisors's portfolio in Q2 2026, its #47 holding.
MMBG Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
MMBG Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $5.16M in Q1 2026.
1,536 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.