Nan Shan Life Insurance’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Nan Shan Life Insurance’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	$22.7M	Buy	428,299 +310,599	+264%	+$17.8M	0.71%	50
2026 Q1	$7.21M	Buy	+117,700	New	+$6.31M	0.26%	65
2025 Q2	–	Sell	-82,000	Closed	-$3.83M	–	120
2025 Q1	$3.83M	Sell	82,000 -579,410	-88%	-$26.1M	0.09%	95
2024 Q4	$28.3M	Sell	661,410 -47,270	-7%	-$2.15M	0.68%	55
2024 Q3	$31.1M	Buy	708,680 +124,462	+21%	+$5.56M	0.73%	45
2024 Q2	$26.6M	Buy	584,218 +350,298	+150%	+$16.3M	0.63%	58
2024 Q1	$11M	Buy	+233,920	New	+$10M	0.26%	75
2023 Q1	–	Sell	-58,400	Closed	-$2.55M	–	100
2022 Q4	$2.55M	Sell	58,400 -54,800	-48%	-$2.39M	0.07%	85
2022 Q3	$4.08M	Buy	+113,200	New	+$4.28M	0.1%	85
2018 Q1	–	Sell	-157,800	Closed	-$5.7M	–	106
2017 Q4	$5.7M	Hold	157,800	–	–	0.15%	66
2017 Q3	$5.4M	Hold	157,800	–	–	0.11%	70
2017 Q2	$5.12M	Hold	157,800	–	–	0.13%	51
2017 Q1	$5.51M	Hold	157,800	–	–	0.14%	57
2016 Q4	$5.94M	Sell	157,800 -172,086	-52%	-$6.22M	0.23%	47
2016 Q3	$11.6M	Buy	+329,886	New	+$11.3M	0.34%	49

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

Nan Shan Life Insurance's XLE Position: Q2 2026 in Review

Nan Shan Life Insurance increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 264% in Q2 2026, buying an estimated $17.8M and bringing the position to 428,299 shares worth $22.7M. The position accounts for 0.71% of the portfolio, ranked #50.

Nan Shan Life Insurance first reported a position in XLE in Q3 2016 and has held it in 15 quarters since. The position peaked at $31.1M in Q3 2024. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Nan Shan Life Insurance held 428,299 shares of State Street Energy Select Sector SPDR ETF worth $22.7M as of Q2 2026.
Nan Shan Life Insurance bought 310,599 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $17.8M.
State Street Energy Select Sector SPDR ETF made up 0.71% of Nan Shan Life Insurance's portfolio in Q2 2026, its #50 holding.
Nan Shan Life Insurance first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2016 and has held it in 15 quarters since.
Nan Shan Life Insurance's State Street Energy Select Sector SPDR ETF position peaked at $31.1M in Q3 2024.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Nan Shan Life Insurance's 13F filing for Q2 2026, filed 14 Aug 2026.