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

Richmond 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	$241K	Sell	3,931 -662	-14%	-$35.5K	0.04%	231
2025 Q4	$205K	Sell	4,593 -1,261	-22%	-$56.2K	0.04%	229
2025 Q3	$262K	Buy	+5,854	New	+$256K	0.05%	191

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

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

Richmond Investment Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q1 2026, selling an estimated $35.5K and leaving 3,931 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #231.

Richmond Investment Services first reported a position in XLE in Q3 2025 and has held it in 3 quarters since. The position peaked at $262K in Q3 2025. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Richmond Investment Services held 3,931 shares of State Street Energy Select Sector SPDR ETF worth $241K as of Q1 2026.
Richmond Investment Services sold 662 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $35.5K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Richmond Investment Services's portfolio in Q1 2026, its #231 holding.
Richmond Investment Services first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
Richmond Investment Services's State Street Energy Select Sector SPDR ETF position peaked at $262K in Q3 2025.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.