MIM
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MTM Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MTM 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
Q1 		$125K Buy
2,048
+7
+0.3% +$375 0.04% 244
2025
Q4 		$91.3K Buy
2,041
+9
+0.4% +$401 0.03% 272
2025
Q3 		$90.8K Buy
2,032
+8
+0.4% +$350 0.03% 279
2025
Q2 		$85.8K Buy
2,024
+10
+0.5% +$416 0.03% 281
2025
Q1 		$94.7K Buy
2,014
+8
+0.4% +$361 0.04% 211
2024
Q4 		$85.9K Buy
2,006
+8
+0.4% +$364 0.03% 212
2024
Q3 		$93K Sell
1,998
-10
-0.5% -$447 0.04% 213
2024
Q2 		$91.5K Sell
2,008
-102
-5% -$4.75K 0.04% 205
2024
Q1 		$99.6K Buy
2,110
+168
+9% +$7.22K 0.04% 204
2023
Q4 		$81.4K Buy
1,942
+10
+0.5% +$428 0.04% 198
2023
Q3 		$87.3K Buy
1,932
+696
+56% +$30.5K 0.04% 192
2023
Q2 		$50.1K Buy
1,236
+10
+0.8% +$407 0.02% 214
2023
Q1 		$50.8K Buy
1,226
+10
+0.8% +$428 0.03% 217
2022
Q4 		$53.2K Buy
1,216
+10
+0.8% +$435 0.03% 213
2022
Q3 		$43K Buy
1,206
+10
+0.8% +$378 0.02% 210
2022
Q2 		$43K Buy
1,196
+232
+24% +$9.31K 0.02% 215
2022
Q1 		$37K Buy
964
+8
+0.8% +$277 0.02% 236
2021
Q4 		$27K Buy
956
+12
+1% +$339 0.01% 243
2021
Q3 		$25K Buy
944
+12
+1% +$297 0.01% 222
2021
Q2 		$25K Buy
932
+8
+0.9% +$208 0.01% 218
2021
Q1 		$23K Buy
+924
New +$21.3K 0.01% 214

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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

MTM Investment Management's XLE Position: Q1 2026 in Review

MTM Investment Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.34% in Q1 2026, buying an estimated $375 and bringing the position to 2,048 shares worth $125K. The position accounts for 0.04% of the portfolio, ranked #244.

MTM Investment Management first reported a position in XLE in Q1 2021 and has held it in 21 quarters since. 2,101 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • MTM Investment Management held 2,048 shares of State Street Energy Select Sector SPDR ETF worth $125K as of Q1 2026.
  • MTM Investment Management bought 7 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $375.
  • State Street Energy Select Sector SPDR ETF made up 0.04% of MTM Investment Management's portfolio in Q1 2026, its #244 holding.
  • MTM Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,101 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.