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

Novem 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	$378K	Buy	7,125 +642	+10%	+$36.7K	0.04%	320
2026 Q1	$397K	Buy	6,483 +965	+17%	+$51.8K	0.05%	303
2025 Q4	$247K	Sell	5,518 -1,382	-20%	-$61.5K	0.03%	373
2025 Q3	$308K	Sell	6,900 -2,230	-24%	-$97.6K	0.04%	332
2025 Q2	$387K	Sell	9,130 -388	-4%	-$16.2K	0.05%	281
2025 Q1	$445K	Sell	9,518 -224	-2%	-$10.1K	0.06%	239
2024 Q4	$417K	Buy	+9,742	New	+$443K	0.06%	249

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

Novem Group's XLE Position: Q2 2026 in Review

Novem Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.9% in Q2 2026, buying an estimated $36.7K and bringing the position to 7,125 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #320.

Novem Group first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $445K in Q1 2025. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Novem Group held 7,125 shares of State Street Energy Select Sector SPDR ETF worth $378K as of Q2 2026.
Novem Group bought 642 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $36.7K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Novem Group's portfolio in Q2 2026, its #320 holding.
Novem Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Novem Group's State Street Energy Select Sector SPDR ETF position peaked at $445K in Q1 2025.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.