Monetary Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Monetary Management Group’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	$1.54M	Sell	28,914 -2,800	-9%	-$160K	0.32%	71
2026 Q1	$1.94M	Sell	31,714 -2,500	-7%	-$134K	0.46%	48
2025 Q4	$1.53M	Sell	34,214 -300	-0.9%	-$13.4K	0.35%	63
2025 Q3	$1.54M	Sell	34,514 -2,050	-6%	-$89.8K	0.35%	61
2025 Q2	$1.55M	Sell	36,564 -3,346	-8%	-$139K	0.38%	58
2025 Q1	$1.86M	Buy	39,910 +600	+2%	+$27.1K	0.5%	43
2024 Q4	$1.68M	Sell	39,310 -650	-2%	-$29.5K	0.44%	50
2024 Q3	$1.75M	Buy	39,960 +950	+2%	+$42.5K	0.45%	47
2024 Q2	$1.78M	Buy	39,010 +3,500	+10%	+$163K	0.47%	45
2024 Q1	$1.68M	Sell	35,510 -50	-0.1%	-$2.15K	0.47%	45
2023 Q4	$1.49M	Buy	35,560 +200	+0.6%	+$8.55K	0.46%	52
2023 Q3	$1.6M	Buy	35,360 +1,300	+4%	+$56.9K	0.53%	45
2023 Q2	$1.38M	Buy	34,060 +3,070	+10%	+$125K	0.42%	58
2023 Q1	$1.28M	Buy	30,990 +10,850	+54%	+$464K	0.38%	70
2022 Q4	$855K	Buy	20,140 +450	+2%	+$19.6K	0.27%	92
2022 Q3	$709K	Buy	19,690 +8,400	+74%	+$318K	0.23%	97
2022 Q2	$404K	Hold	11,290	–	–	0.13%	132
2022 Q1	$432K	Sell	11,290 -100	-0.9%	-$3.46K	0.11%	138
2021 Q4	$316K	Buy	11,390 +1,700	+18%	+$48K	0.08%	164
2021 Q3	$252K	Sell	9,690 -6,800	-41%	-$168K	0.07%	178
2021 Q2	$444K	Sell	16,490 -400	-2%	-$10.4K	0.13%	127
2021 Q1	$414K	Buy	16,890 +3,300	+24%	+$76.1K	0.13%	131
2020 Q4	$258K	Hold	13,590	–	–	0.09%	150
2020 Q3	$204K	Hold	13,590	–	–	0.07%	152
2020 Q2	$257K	Sell	13,590 -200	-1%	-$3.72K	0.1%	131
2020 Q1	$200K	Buy	13,790 +1,500	+12%	+$35.6K	0.09%	132
2019 Q4	$369K	Buy	12,290 +1,100	+10%	+$32.6K	0.13%	133
2019 Q3	$331K	Sell	11,190 -2,400	-18%	-$72.6K	0.13%	135
2019 Q2	$433K	Sell	13,590 -600	-4%	-$19.2K	0.17%	118
2019 Q1	$469K	Buy	14,190 +300	+2%	+$9.64K	0.19%	109
2018 Q4	$398K	Sell	13,890 -500	-3%	-$16.7K	0.18%	109
2018 Q3	$545K	Sell	14,390 -1,200	-8%	-$45K	0.21%	99
2018 Q2	$592K	Buy	15,590 +90	+0.6%	+$3.34K	0.24%	95
2018 Q1	$522K	Buy	15,500 +2,300	+17%	+$81.4K	0.22%	95
2017 Q4	$477K	Hold	13,200	–	–	0.19%	99
2017 Q3	$452K	Hold	13,200	–	–	0.19%	100
2017 Q2	$428K	Buy	13,200 +1,300	+11%	+$43.7K	0.17%	111
2017 Q1	$416K	Sell	11,900 -2,700	-18%	-$97.6K	0.18%	105
2016 Q4	$550K	Buy	14,600 +7,000	+92%	+$253K	0.25%	83
2016 Q3	$268K	Hold	7,600	–	–	0.12%	130
2016 Q2	$259K	Buy	7,600 +3,600	+90%	+$119K	0.12%	132
2016 Q1	$124K	Buy	+4,000	New	+$116K	0.06%	165

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

Monetary Management Group's XLE Position: Q2 2026 in Review

Monetary Management Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.8% in Q2 2026, selling an estimated $160K and leaving 28,914 shares worth $1.54M. The position accounts for 0.32% of the portfolio, ranked #71.

Monetary Management Group first reported a position in XLE in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.94M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Monetary Management Group held 28,914 shares of State Street Energy Select Sector SPDR ETF worth $1.54M as of Q2 2026.
Monetary Management Group sold 2,800 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $160K.
State Street Energy Select Sector SPDR ETF made up 0.32% of Monetary Management Group's portfolio in Q2 2026, its #71 holding.
Monetary Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and has held it in 42 quarters since.
Monetary Management Group's State Street Energy Select Sector SPDR ETF position peaked at $1.94M 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 Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.