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

Norden 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	$655K	Sell	12,340 -661	-5%	-$37.8K	0.05%	297
2026 Q1	$796K	Buy	13,001 +93	+0.7%	+$4.99K	0.08%	232
2025 Q4	$577K	Buy	12,908 +364	+3%	+$16.2K	0.06%	312
2025 Q3	$560K	Hold	12,544	–	–	0.06%	318
2025 Q2	$532K	Sell	12,544 -918	-7%	-$38.2K	0.06%	321
2025 Q1	$629K	Buy	13,462 +804	+6%	+$36.3K	0.07%	259
2024 Q4	$542K	Sell	12,658 -274	-2%	-$12.5K	0.06%	312
2024 Q3	$568K	Buy	12,932 +342	+3%	+$15.3K	0.07%	294
2024 Q2	$574K	Hold	12,590	–	–	0.12%	192
2024 Q1	$594K	Buy	+12,590	New	+$541K	0.12%	192

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

Norden Group's XLE Position: Q2 2026 in Review

Norden Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.1% in Q2 2026, selling an estimated $37.8K and leaving 12,340 shares worth $655K. The position accounts for 0.05% of the portfolio, ranked #297.

Norden Group first reported a position in XLE in Q1 2024 and has held it in 10 quarters since. The position peaked at $796K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Norden Group held 12,340 shares of State Street Energy Select Sector SPDR ETF worth $655K as of Q2 2026.
Norden Group sold 661 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $37.8K.
State Street Energy Select Sector SPDR ETF made up 0.05% of Norden Group's portfolio in Q2 2026, its #297 holding.
Norden Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Norden Group's State Street Energy Select Sector SPDR ETF position peaked at $796K in Q1 2026.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.