Schroder Investment Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Schroder Investment Management Group’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	$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	–	1253
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

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

Schroder Investment Management Group's XLE Position: Q1 2026 in Review

Schroder Investment Management Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 212% in Q1 2026, buying an estimated $87.3M and bringing the position to 2,392,565 shares worth $148M. The position accounts for 0.12% of the portfolio, ranked #152.

Schroder Investment Management Group first reported a position in XLE in Q3 2013 and has held it in 24 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Schroder Investment Management Group held 2,392,565 shares of State Street Energy Select Sector SPDR ETF worth $148M as of Q1 2026.
Schroder Investment Management Group bought 1,626,605 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $87.3M.
State Street Energy Select Sector SPDR ETF made up 0.12% of Schroder Investment Management Group's portfolio in Q1 2026, its #152 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 24 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.