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Salomon & Ludwin’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Salomon & Ludwin’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 		$4.27M Sell
72,276
-1,019
-1% -$54.7K 0.38% 48
2025
Q4 		$3.44M Sell
73,295
-137
-0.2% -$6.1K 0.3% 56
2025
Q3 		$3.26M Buy
73,432
+6,260
+9% +$274K 0.29% 57
2025
Q2 		$2.92M Buy
67,172
+2,012
+3% +$83.8K 0.29% 59
2025
Q1 		$3.05M Buy
65,160
+4,586
+8% +$207K 0.32% 54
2024
Q4 		$2.59M Sell
60,574
-3,898
-6% -$177K 0.27% 59
2024
Q3 		$2.83M Sell
64,472
-5,876
-8% -$263K 0.29% 59
2024
Q2 		$3.2M Sell
70,348
-32,700
-32% -$1.52M 0.36% 54
2024
Q1 		$4.89M Buy
103,048
+4,188
+4% +$180K 0.42% 48
2023
Q4 		$4.48M Hold
98,860
– – 0.47% 42
2023
Q3 		$4.48M Sell
98,860
-486
-0.5% -$21.3K 0.47% 42
2023
Q2 		$4.03M Buy
99,346
+6,048
+6% +$246K 0.43% 47
2023
Q1 		$3.86M Buy
93,298
+2,390
+3% +$102K 0.46% 44
2022
Q4 		$3.98M Buy
90,908
+2,294
+3% +$99.9K 0.5% 43
2022
Q3 		$3.19M Buy
88,614
+3,392
+4% +$128K 0.48% 42
2022
Q2 		$3.05M Buy
85,222
+10,368
+14% +$416K 0.47% 40
2022
Q1 		$2.86M Sell
74,854
-6,512
-8% -$226K 0.41% 38
2021
Q4 		$2.26M Buy
81,366
+1,714
+2% +$48.4K 0.32% 39
2021
Q3 		$2.08M Buy
79,652
+2,820
+4% +$69.9K 0.32% 37
2021
Q2 		$2.07M Buy
76,832
+3,124
+4% +$81.2K 0.32% 38
2021
Q1 		$1.81M Sell
73,708
-130
-0.2% -$3K 0.31% 37
2020
Q4 		$1.4M Sell
73,838
-7,226
-9% -$125K 0.26% 39
2020
Q3 		$1.21M Sell
81,064
-4,136
-5% -$73.4K 0.25% 39
2020
Q2 		$1.61M Sell
85,200
-2,978
-3% -$55.4K 0.35% 37
2020
Q1 		$1.28M Sell
88,178
-59,502
-40% -$1.41M 0.33% 30
2019
Q4 		$4.43M Sell
147,680
-13,306
-8% -$395K 0.88% 22
2019
Q3 		$4.76M Sell
160,986
-11,204
-7% -$339K 0.96% 22
2019
Q2 		$5.49M Sell
172,190
-3,694
-2% -$118K 1.11% 22
2019
Q1 		$5.82M Sell
175,884
-10,344
-6% -$332K 1.2% 22
2018
Q4 		$5.34M Buy
+186,228
New +$6.23M 1.23% 22

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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

Salomon & Ludwin's XLE Position: Q1 2026 in Review

Salomon & Ludwin reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.4% in Q1 2026, selling an estimated $54.7K and leaving 72,276 shares worth $4.27M. The position accounts for 0.38% of the portfolio, ranked #48.

Salomon & Ludwin first reported a position in XLE in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.82M in Q1 2019. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Salomon & Ludwin held 72,276 shares of State Street Energy Select Sector SPDR ETF worth $4.27M as of Q1 2026.
  • Salomon & Ludwin sold 1,019 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $54.7K.
  • State Street Energy Select Sector SPDR ETF made up 0.38% of Salomon & Ludwin's portfolio in Q1 2026, its #48 holding.
  • Salomon & Ludwin first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
  • Salomon & Ludwin's State Street Energy Select Sector SPDR ETF position peaked at $5.82M in Q1 2019.
  • 2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.