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
2020 Q1	–	Sell	-1,000	Closed	-$30K	–	260
2019 Q4	$30K	Buy	+1,000	New	+$29.7K	0.01%	136

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

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.