Paladin Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Paladin Partners’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	$2.29M	Hold	43,110	–	–	1.51%	15
2026 Q1	$2.64M	Buy	43,110 +35,400	+459%	+$1.9M	1.9%	14
2025 Q4	$345K	Buy	+7,710	New	+$343K	0.26%	32

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

Paladin Partners's XLE Position: Q2 2026 in Review

Paladin Partners held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 43,110 shares worth $2.29M. The position accounts for 1.51% of the portfolio, ranked #15.

Paladin Partners first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.64M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Paladin Partners held 43,110 shares of State Street Energy Select Sector SPDR ETF worth $2.29M as of Q2 2026.
Paladin Partners left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 1.51% of Paladin Partners's portfolio in Q2 2026, its #15 holding.
Paladin Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Paladin Partners's State Street Energy Select Sector SPDR ETF position peaked at $2.64M in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Paladin Partners's 13F filing for Q2 2026, filed 7 Aug 2026.