Resources Management Corp’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Resources Management Corp’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	$740K	Sell	12,076 -250	-2%	-$13.4K	0.1%	122
2025 Q4	$551K	Sell	12,326 -336	-3%	-$15K	0.07%	136
2025 Q3	$566K	Sell	12,662 -730	-5%	-$32K	0.07%	136
2025 Q2	$568K	Sell	13,392 -1,388	-9%	-$57.8K	0.08%	145
2025 Q1	$691K	Sell	14,780 -100	-0.7%	-$4.51K	0.1%	137
2024 Q4	$637K	Sell	14,880 -1,150	-7%	-$52.3K	0.09%	147
2024 Q3	$704K	Sell	16,030 -514	-3%	-$23K	0.1%	140
2024 Q2	$754K	Sell	16,544 -580	-3%	-$27K	0.11%	126
2024 Q1	$808K	Sell	17,124 -898	-5%	-$38.6K	0.12%	127
2023 Q4	$755K	Buy	18,022 +124	+0.7%	+$5.3K	0.11%	131
2023 Q3	$809K	Sell	17,898 -2,594	-13%	-$113K	0.13%	118
2023 Q2	$832K	Buy	20,492 +20,424	+30,035%	+$832K	0.13%	114
2023 Q1	$9K	Sell	68 -21,346	-100%	-$913K	﹤0.01%	386
2022 Q4	$937K	Buy	21,414 +82	+0.4%	+$3.57K	0.15%	112
2022 Q3	$768K	Buy	21,332 +280	+1%	+$10.6K	0.13%	121
2022 Q2	$753K	Sell	21,052 -150	-0.7%	-$6.02K	0.12%	133
2022 Q1	$810K	Sell	21,202 -1,532	-7%	-$53.1K	0.11%	140
2021 Q4	$631K	Buy	22,734 +616	+3%	+$17.4K	0.08%	167
2021 Q3	$576K	Buy	22,118 +3,108	+16%	+$77K	0.08%	168
2021 Q2	$512K	Buy	19,010 +1,130	+6%	+$29.4K	0.07%	188
2021 Q1	$439K	Buy	17,880 +2,392	+15%	+$55.2K	0.07%	189
2020 Q4	$293K	Buy	15,488 +1,170	+8%	+$20.2K	0.05%	212
2020 Q3	$214K	Buy	14,318 +946	+7%	+$16.8K	0.04%	210
2020 Q2	$253K	Buy	13,372 +2,862	+27%	+$53.2K	0.05%	202
2020 Q1	$153K	Buy	10,510 +7,730	+278%	+$183K	0.03%	217
2019 Q4	$83K	Sell	2,780 -160	-5%	-$4.75K	0.01%	259
2019 Q3	$87K	Buy	+2,940	New	+$88.9K	0.02%	258
2018 Q4	$86K	Sell	3,010 -140	-4%	-$4.68K	0.02%	246
2018 Q3	$119K	Buy	+3,150	New	+$118K	0.02%	233

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

Resources Management Corp's XLE Position: Q1 2026 in Review

Resources Management Corp reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2% in Q1 2026, selling an estimated $13.4K and leaving 12,076 shares worth $740K. The position accounts for 0.1% of the portfolio, ranked #122.

Resources Management Corp first reported a position in XLE in Q3 2018 and has held it in 29 quarters since. The position peaked at $937K in Q4 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Resources Management Corp held 12,076 shares of State Street Energy Select Sector SPDR ETF worth $740K as of Q1 2026.
Resources Management Corp sold 250 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $13.4K.
State Street Energy Select Sector SPDR ETF made up 0.1% of Resources Management Corp's portfolio in Q1 2026, its #122 holding.
Resources Management Corp first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2018 and has held it in 29 quarters since.
Resources Management Corp's State Street Energy Select Sector SPDR ETF position peaked at $937K in Q4 2022.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.