Schroder Investment Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $38.3M | Sell |
714,341
-1,678,224
| -70% | -$96M | 0.03% | 411 |
|
|
2026
Q1 | $148M | Buy |
2,392,565
+1,626,605
| +212% | +$87.3M | 0.12% | 152 |
|
|
2025
Q4 | $34.4M | Buy |
+765,960
| New | +$34.1M | 0.03% | 392 |
|
|
2024
Q1 | – | Sell |
-50,194
| Closed | -$2.1M | – | 1257 |
|
|
2023
Q4 | $2.1M | Sell |
50,194
-2,412,522
| -98% | -$103M | ﹤0.01% | 902 |
|
|
2023
Q3 | $111M | Buy |
+2,462,716
| New | +$108M | 0.17% | 126 |
|
|
2022
Q4 | – | Sell |
-427,236
| Closed | -$15.4M | – | 1330 |
|
|
2022
Q3 | $15.4M | Sell |
427,236
-136,446
| -24% | -$5.16M | 0.03% | 512 |
|
|
2022
Q2 | $20.6M | Sell |
563,682
-1,143,568
| -67% | -$45.9M | 0.03% | 454 |
|
|
2022
Q1 | $66.1M | Buy |
+1,707,250
| New | +$59.1M | 0.09% | 231 |
|
|
2021
Q4 | – | Sell |
-462,980
| Closed | -$12.1M | – | 1519 |
|
|
2021
Q3 | $12.1M | Sell |
462,980
-359,548
| -44% | -$8.91M | 0.02% | 595 |
|
|
2021
Q2 | $22.2M | Sell |
822,528
-2,727,224
| -77% | -$70.9M | 0.03% | 494 |
|
|
2021
Q1 | $87.1M | Buy |
3,549,752
+3,205,842
| +932% | +$74M | 0.11% | 175 |
|
|
2020
Q4 | $6.52M | Buy |
+343,910
| New | +$5.93M | 0.01% | 743 |
|
|
2019
Q2 | – | Sell |
-1,117,790
| Closed | -$37M | – | 1267 |
|
|
2019
Q1 | $37M | Buy |
+1,117,790
| New | +$35.9M | 0.07% | 318 |
|
|
2018
Q3 | – | Sell |
-846,530
| Closed | -$31.9M | – | 1343 |
|
|
2018
Q2 | $31.9M | Buy |
+846,530
| New | +$31.5M | 0.06% | 360 |
|
|
2017
Q1 | – | Sell |
-883,600
| Closed | -$33.3M | – | 1275 |
|
|
2016
Q4 | $33.3M | Buy |
883,600
+360,434
| +69% | +$13M | 0.06% | 363 |
|
|
2016
Q3 | $18.5M | Sell |
523,166
-912,470
| -64% | -$31.3M | 0.03% | 496 |
|
|
2016
Q2 | $49M | Buy |
1,435,636
+292,812
| +26% | +$9.66M | 0.1% | 263 |
|
|
2016
Q1 | $35.4M | Buy |
1,142,824
+501,244
| +78% | +$14.5M | 0.07% | 322 |
|
|
2015
Q4 | $19.4M | Buy |
+641,580
| New | +$21.1M | 0.04% | 477 |
|
|
2015
Q3 | – | Sell |
-242,312
| Closed | -$9.04M | – | 1228 |
|
|
2015
Q2 | $9.04M | Buy |
+242,312
| New | +$9.62M | 0.02% | 657 |
|
|
2015
Q1 | – | Sell |
-24,500
| Closed | -$970K | – | 1343 |
|
|
2014
Q4 | $970K | Sell |
24,500
-27,644
| -53% | -$1.15M | ﹤0.01% | 1003 |
|
|
2014
Q3 | $2.36M | Sell |
52,144
-942
| -2% | -$45.6K | ﹤0.01% | 893 |
|
|
2014
Q2 | $2.66M | Sell |
53,086
-1,999,722
| -97% | -$94.6M | ﹤0.01% | 849 |
|
|
2014
Q1 | $91.4M | Buy |
+2,052,808
| New | +$88.6M | 0.1% | 171 |
|
|
2013
Q4 | – | Sell |
-1,220
| Closed | -$50.6K | – | 1574 |
|
|
2013
Q3 | $50.6K | Buy |
+1,220
| New | +$50.3K | ﹤0.01% | 1339 |
|
Other funds holding XLE
Schroder Investment Management Group's XLE Position: Q2 2026 in Review
Schroder Investment Management Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 70% in Q2 2026, selling an estimated $96M and leaving 714,341 shares worth $38.3M. The position accounts for 0.03% of the portfolio, ranked #411.
Schroder Investment Management Group first reported a position in XLE in Q3 2013 and has held it in 25 quarters since. The position peaked at $148M in Q1 2026. 2,037 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Schroder Investment Management Group held 714,341 shares of State Street Energy Select Sector SPDR ETF worth $38.3M as of Q2 2026.
- Schroder Investment Management Group sold 1,678,224 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $96M.
- State Street Energy Select Sector SPDR ETF made up 0.03% of Schroder Investment Management Group's portfolio in Q2 2026, its #411 holding.
- Schroder Investment Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2013 and has held it in 25 quarters since.
- Schroder Investment Management Group's State Street Energy Select Sector SPDR ETF position peaked at $148M in Q1 2026.
- 2,037 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.