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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,600
Closed -$30K 77
2020
Q4
$30K Buy
+1,600
New +$27.6K 0.01% 71

Other funds holding XLE

Salomon & Ludwin's XLE Position: Q2 2026 in Review

Salomon & Ludwin increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.2% in Q2 2026, buying an estimated $132K and bringing the position to 74,585 shares worth $3.96M. The position accounts for 0.33% of the portfolio, ranked #55.

Salomon & Ludwin first reported a position in XLE in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.82M in Q1 2019. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Salomon & Ludwin held 74,585 shares of State Street Energy Select Sector SPDR ETF worth $3.96M as of Q2 2026.
  • Salomon & Ludwin bought 2,309 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $132K.
  • State Street Energy Select Sector SPDR ETF made up 0.33% of Salomon & Ludwin's portfolio in Q2 2026, its #55 holding.
  • Salomon & Ludwin first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • Salomon & Ludwin's State Street Energy Select Sector SPDR ETF position peaked at $5.82M in Q1 2019.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.