Morgan Stanley’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Morgan Stanley’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	$2B	Buy	32,617,347 +3,178,969	+11%	+$171M	0.12%	151
2025 Q4	$1.32B	Sell	29,438,378 -1,166,912	-4%	-$52M	0.08%	222
2025 Q3	$1.37B	Sell	30,605,290 -5,516,430	-15%	-$242M	0.08%	213
2025 Q2	$1.53B	Buy	36,121,720 +3,479,252	+11%	+$145M	0.1%	175
2025 Q1	$1.53B	Sell	32,642,468 -3,008,706	-8%	-$136M	0.11%	168
2024 Q4	$1.53B	Buy	35,651,174 +251,182	+0.7%	+$11.4M	0.11%	165
2024 Q3	$1.55B	Buy	35,399,992 +143,090	+0.4%	+$6.4M	0.11%	163
2024 Q2	$1.61B	Buy	35,256,902 +3,830,728	+12%	+$178M	0.12%	153
2024 Q1	$1.48B	Sell	31,426,174 -32,655,978	-51%	-$1.4B	0.12%	162
2023 Q4	$2.69B	Buy	64,082,152 +31,188,516	+95%	+$1.33B	0.12%	161
2023 Q3	$1.49B	Buy	32,893,636 +1,159,388	+4%	+$50.7M	0.15%	128
2023 Q2	$1.29B	Buy	31,734,248 +2,062,170	+7%	+$84M	0.13%	153
2023 Q1	$1.23B	Sell	29,672,078 -5,028,910	-14%	-$215M	0.13%	150
2022 Q4	$1.52B	Sell	34,700,988 -13,159,818	-27%	-$573M	0.17%	121
2022 Q3	$1.72B	Buy	47,860,806 +14,008,218	+41%	+$530M	0.23%	84
2022 Q2	$1.21B	Sell	33,852,588 -262,014	-0.8%	-$10.5M	0.16%	132
2022 Q1	$1.3B	Buy	34,114,602 +4,415,402	+15%	+$153M	0.18%	128
2021 Q4	$824M	Sell	29,699,200 -260,806	-0.9%	-$7.37M	0.1%	200
2021 Q3	$780M	Buy	29,960,006 +646,466	+2%	+$16M	0.11%	193
2021 Q2	$790M	Buy	29,313,540 +200,210	+0.7%	+$5.21M	0.1%	188
2021 Q1	$714M	Buy	29,113,330 +6,211,338	+27%	+$143M	0.1%	194
2020 Q4	$434M	Buy	22,901,992 +6,348,904	+38%	+$109M	0.07%	250
2020 Q3	$248M	Buy	16,553,088 +1,207,948	+8%	+$21.4M	0.05%	325
2020 Q2	$290M	Sell	15,345,140 -10,207,316	-40%	-$190M	0.06%	263
2020 Q1	$371M	Buy	25,552,456 +10,874,666	+74%	+$258M	0.1%	188
2019 Q4	$441M	Sell	14,677,790 -4,855,690	-25%	-$144M	0.1%	191
2019 Q3	$578M	Buy	19,533,480 +2,979,272	+18%	+$90.1M	0.15%	141
2019 Q2	$527M	Buy	16,554,208 +1,277,710	+8%	+$40.9M	0.14%	155
2019 Q1	$505M	Sell	15,276,498 -5,970,362	-28%	-$192M	0.14%	156
2018 Q4	$609M	Sell	21,246,860 -2,156,126	-9%	-$72.1M	0.18%	120
2018 Q3	$886M	Buy	23,402,986 +2,535,522	+12%	+$95.1M	0.22%	98
2018 Q2	$792M	Buy	20,867,464 +908,264	+5%	+$33.7M	0.21%	96
2018 Q1	$673M	Buy	19,959,200 +1,446,256	+8%	+$51.2M	0.19%	109
2017 Q4	$669M	Sell	18,512,944 -3,677,136	-17%	-$127M	0.18%	117
2017 Q3	$760M	Buy	22,190,080 +651,900	+3%	+$21.2M	0.23%	94
2017 Q2	$699M	Buy	21,538,180 +1,311,404	+6%	+$44.1M	0.21%	101
2017 Q1	$707M	Sell	20,226,776 -6,661,036	-25%	-$241M	0.22%	97
2016 Q4	$1.01B	Buy	26,887,812 +4,562,310	+20%	+$165M	0.33%	46
2016 Q3	$788M	Sell	22,325,502 -921,782	-4%	-$31.6M	0.27%	73
2016 Q2	$793M	Sell	23,247,284 -2,374,800	-9%	-$78.4M	0.29%	64
2016 Q1	$793M	Sell	25,622,084 -1,730,078	-6%	-$50.2M	0.31%	61
2015 Q4	$825M	Buy	27,352,162 +8,409,222	+44%	+$277M	0.3%	63
2015 Q3	$580M	Buy	18,942,940 +2,963,048	+19%	+$99.9M	0.21%	103
2015 Q2	$601M	Sell	15,979,892 -3,053,342	-16%	-$121M	0.21%	107
2015 Q1	$738M	Buy	19,033,234 +969,546	+5%	+$37.6M	0.27%	70
2014 Q4	$715M	Buy	18,063,688 +4,636,070	+35%	+$193M	0.26%	75
2014 Q3	$608M	Buy	13,427,618 +792,844	+6%	+$38.4M	0.23%	90
2014 Q2	$632M	Sell	12,634,774 -1,778,992	-12%	-$84.2M	0.25%	77
2014 Q1	$642M	Sell	14,413,766 -391,790	-3%	-$16.9M	0.27%	70
2013 Q4	$655M	Buy	14,805,556 +862,228	+6%	+$37.1M	0.28%	63
2013 Q3	$578M	Sell	13,943,328 -1,263,762	-8%	-$52.1M	0.27%	72
2013 Q2	$595M	Buy	+15,207,090	New	+$603M	0.3%	55

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley's XLE Position: Q1 2026 in Review

Morgan Stanley increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q1 2026, buying an estimated $171M and bringing the position to 32,617,347 shares worth $2B. The position accounts for 0.12% of the portfolio, ranked #151.

Morgan Stanley first reported a position in XLE in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.69B in Q4 2023. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Morgan Stanley held 32,617,347 shares of State Street Energy Select Sector SPDR ETF worth $2B as of Q1 2026.
Morgan Stanley bought 3,178,969 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $171M.
State Street Energy Select Sector SPDR ETF made up 0.12% of Morgan Stanley's portfolio in Q1 2026, its #151 holding.
Morgan Stanley first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
Morgan Stanley's State Street Energy Select Sector SPDR ETF position peaked at $2.69B in Q4 2023.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.