Saxon Interests’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Saxon Interests’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	$348K	Sell	5,679 -1,380	-20%	-$74K	0.12%	179
2025 Q4	$316K	Sell	7,059 -1,815	-20%	-$80.8K	0.11%	166
2025 Q3	$401K	Sell	8,874 -718	-7%	-$31.4K	0.16%	127
2025 Q2	$448K	Hold	9,592	–	–	0.21%	109
2025 Q1	$448K	Sell	9,592 -53,466	-85%	-$2.41M	0.21%	109
2024 Q4	$2.7M	Buy	63,058 +2,150	+4%	+$97.7K	1.19%	22
2024 Q3	$2.67M	Buy	60,908 +2,338	+4%	+$105K	1.22%	18
2024 Q2	$2.67M	Buy	58,570 +2,164	+4%	+$101K	1.27%	17
2024 Q1	$2.66M	Buy	56,406 +572	+1%	+$24.6K	1.27%	16
2023 Q4	$2.34M	Buy	+55,834	New	+$2.39M	1.17%	17
2023 Q3	–	Sell	-79,398	Closed	-$3.22M	–	196
2023 Q2	$3.22M	Sell	79,398 -826	-1%	-$33.6K	1.73%	8
2023 Q1	$3.32M	Sell	80,224 -28,638	-26%	-$1.22M	1.88%	7
2022 Q4	$4.75M	Sell	108,862 -22,726	-17%	-$989K	2.71%	3
2022 Q3	$5.33M	Buy	131,588 +19,570	+17%	+$740K	3.25%	5
2022 Q2	$4M	Sell	112,018 -1,334	-1%	-$53.5K	2.43%	8
2022 Q1	$4.33M	Buy	113,352 +68,258	+151%	+$2.36M	2.31%	9
2021 Q4	$1.42M	Buy	+45,094	New	+$1.27M	0.8%	31

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

Saxon Interests's XLE Position: Q1 2026 in Review

Saxon Interests reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 20% in Q1 2026, selling an estimated $74K and leaving 5,679 shares worth $348K. The position accounts for 0.12% of the portfolio, ranked #179.

Saxon Interests first reported a position in XLE in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.33M in Q3 2022. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Saxon Interests held 5,679 shares of State Street Energy Select Sector SPDR ETF worth $348K as of Q1 2026.
Saxon Interests sold 1,380 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $74K.
State Street Energy Select Sector SPDR ETF made up 0.12% of Saxon Interests's portfolio in Q1 2026, its #179 holding.
Saxon Interests first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
Saxon Interests's State Street Energy Select Sector SPDR ETF position peaked at $5.33M in Q3 2022.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.