Okabena Investment Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Okabena Investment Services’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	$2.22M	Buy	36,235 +303	+0.8%	+$16.3K	0.43%	41
2025 Q4	$1.61M	Buy	35,932 +280	+0.8%	+$12.5K	0.31%	57
2025 Q3	$1.59M	Buy	35,652 +290	+0.8%	+$12.7K	0.31%	54
2025 Q2	$1.5M	Buy	35,362 +390	+1%	+$16.2K	0.33%	52
2025 Q1	$1.63M	Buy	34,972 +82	+0.2%	+$3.7K	0.41%	49
2024 Q4	$1.49M	Buy	34,890 +896	+3%	+$40.7K	0.42%	52
2024 Q3	$1.49M	Hold	33,994	–	–	0.42%	46
2024 Q2	$1.55M	Hold	33,994	–	–	0.49%	44
2024 Q1	$1.6M	Sell	33,994 -302	-0.9%	-$13K	0.53%	43
2023 Q4	$1.44M	Buy	34,296 +12,354	+56%	+$528K	0.56%	48
2023 Q3	$992K	Hold	21,942	–	–	0.77%	34
2023 Q2	$891K	Buy	+21,942	New	+$894K	0.65%	37
2022 Q4	–	Sell	-374	Closed	-$13K	–	254
2022 Q3	$13K	Buy	+374	New	+$14.1K	0.01%	147
2022 Q2	–	Sell	-142	Closed	-$5K	–	199
2022 Q1	$5K	Hold	142	–	–	﹤0.01%	178
2021 Q4	$4K	Sell	142 -22,538	-99%	-$637K	﹤0.01%	194
2021 Q3	$591K	Hold	22,680	–	–	0.31%	59
2021 Q2	$611K	Hold	22,680	–	–	0.29%	58
2021 Q1	$556K	Hold	22,680	–	–	0.3%	56
2020 Q4	$430K	Hold	22,680	–	–	0.25%	58
2020 Q3	$340K	Hold	22,680	–	–	0.26%	61
2020 Q2	$429K	Sell	22,680 -2,836	-11%	-$52.7K	0.38%	56
2020 Q1	$371K	Hold	25,516	–	–	0.42%	56
2019 Q4	$766K	Buy	+25,516	New	+$757K	0.71%	47

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Okabena Investment Services's XLE Position: Q1 2026 in Review

Okabena Investment Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.84% in Q1 2026, buying an estimated $16.3K and bringing the position to 36,235 shares worth $2.22M. The position accounts for 0.43% of the portfolio, ranked #41.

Okabena Investment Services first reported a position in XLE in Q4 2019 and has held it in 23 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Okabena Investment Services held 36,235 shares of State Street Energy Select Sector SPDR ETF worth $2.22M as of Q1 2026.
Okabena Investment Services bought 303 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $16.3K.
State Street Energy Select Sector SPDR ETF made up 0.43% of Okabena Investment Services's portfolio in Q1 2026, its #41 holding.
Okabena Investment Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 23 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.