Palisade Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Palisade Asset Management’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	$1.39M	Sell	26,120 -250	-0.9%	-$14.3K	0.13%	104
2026 Q1	$1.62M	Buy	26,370 +70	+0.3%	+$3.75K	0.16%	93
2025 Q4	$1.18M	Hold	26,300	–	–	0.11%	106
2025 Q3	$1.17M	Hold	26,300	–	–	0.11%	109
2025 Q2	$1.12M	Hold	26,300	–	–	0.11%	112
2025 Q1	$1.23M	Hold	26,300	–	–	0.13%	106
2024 Q4	$1.13M	Sell	26,300 -168	-0.6%	-$7.63K	0.11%	113
2024 Q3	$1.16M	Buy	26,468 +2	+0%	+$89	0.11%	112
2024 Q2	$1.21M	Buy	26,466 +2	+0%	+$93	0.12%	110
2024 Q1	$1.25M	Buy	26,464 +164	+0.6%	+$7.04K	0.12%	112
2023 Q4	$1.1M	Hold	26,300	–	–	0.12%	111
2023 Q3	$1.19M	Hold	26,300	–	–	0.14%	106
2023 Q2	$1.07M	Hold	26,300	–	–	0.12%	115
2023 Q1	$1.09M	Hold	26,300	–	–	0.13%	112
2022 Q4	$1.15M	Sell	26,300 -2,400	-8%	-$104K	0.13%	114
2022 Q3	$1.03M	Hold	28,700	–	–	0.14%	108
2022 Q2	$1.03M	Hold	28,700	–	–	0.13%	111
2022 Q1	$1.1M	Hold	28,700	–	–	0.13%	112
2021 Q4	$796K	Buy	28,700 +12,500	+77%	+$353K	0.09%	122
2021 Q3	$422K	Sell	16,200 -4,000	-20%	-$99.1K	0.05%	154
2021 Q2	$544K	Hold	20,200	–	–	0.06%	139
2021 Q1	$496K	Sell	20,200 -26,890	-57%	-$620K	0.06%	144
2020 Q4	$892K	Buy	+47,090	New	+$811K	0.12%	110
2020 Q1	–	Sell	-35,530	Closed	-$1.07M	–	176
2019 Q4	$1.07M	Buy	+35,530	New	+$1.05M	0.16%	104
2019 Q3	–	Sell	-9,400	Closed	-$299K	–	172
2019 Q2	$299K	Sell	9,400 -1,370	-13%	-$43.9K	0.05%	157
2019 Q1	$356K	Buy	10,770 +870	+9%	+$27.9K	0.06%	151
2018 Q4	$284K	Sell	9,900 -7,300	-42%	-$244K	0.04%	145
2018 Q3	$651K	Sell	17,200 -2,250	-12%	-$84.4K	0.09%	114
2018 Q2	$739K	Buy	19,450 +150	+0.8%	+$5.57K	0.11%	105
2018 Q1	$651K	Hold	19,300	–	–	0.1%	112
2017 Q4	$697K	Buy	+19,300	New	+$664K	0.11%	109

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Palisade Asset Management's XLE Position: Q2 2026 in Review

Palisade Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.95% in Q2 2026, selling an estimated $14.3K and leaving 26,120 shares worth $1.39M. The position accounts for 0.13% of the portfolio, ranked #104.

Palisade Asset Management first reported a position in XLE in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.62M in Q1 2026. 624 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Palisade Asset Management held 26,120 shares of State Street Energy Select Sector SPDR ETF worth $1.39M as of Q2 2026.
Palisade Asset Management sold 250 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $14.3K.
State Street Energy Select Sector SPDR ETF made up 0.13% of Palisade Asset Management's portfolio in Q2 2026, its #104 holding.
Palisade Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 31 quarters since.
Palisade Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $1.62M in Q1 2026.
624 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.