Rossby Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Rossby Financial’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	$1.64M	Buy	30,864 +2,831	+10%	+$162K	0.3%	64
2026 Q1	$1.65M	Buy	28,033 +16,910	+152%	+$907K	0.34%	59
2025 Q4	$497K	Buy	11,123 +49	+0.4%	+$2.18K	0.15%	120
2025 Q3	$495K	Sell	11,074 -196	-2%	-$8.58K	0.16%	120
2025 Q2	$478K	Buy	11,270 +484	+4%	+$20.2K	0.18%	119
2025 Q1	$444K	Buy	10,786 +54	+0.5%	+$2.44K	0.19%	113
2024 Q4	$460K	Buy	+10,732	New	+$488K	0.28%	91

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

Rossby Financial's XLE Position: Q2 2026 in Review

Rossby Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 10% in Q2 2026, buying an estimated $162K and bringing the position to 30,864 shares worth $1.64M. The position accounts for 0.3% of the portfolio, ranked #64.

Rossby Financial first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Rossby Financial held 30,864 shares of State Street Energy Select Sector SPDR ETF worth $1.64M as of Q2 2026.
Rossby Financial bought 2,831 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $162K.
State Street Energy Select Sector SPDR ETF made up 0.3% of Rossby Financial's portfolio in Q2 2026, its #64 holding.
Rossby Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Rossby Financial's State Street Energy Select Sector SPDR ETF position peaked at $1.65M 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 Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.