SeaBridge Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SeaBridge Investment Advisors’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 Q2	$590K	Sell	11,113 -1,225	-10%	-$70K	0.09%	137
2026 Q1	$756K	Sell	12,338 -16	-0.1%	-$858	0.13%	115
2025 Q4	$552K	Sell	12,354 -16	-0.1%	-$713	0.09%	141
2025 Q3	$553K	Sell	12,370 -810	-6%	-$35.5K	0.09%	141
2025 Q2	$559K	Sell	13,180 -2,152	-14%	-$89.6K	0.1%	133
2025 Q1	$716K	Sell	15,332 -920	-6%	-$41.5K	0.15%	118
2024 Q4	$696K	Buy	+16,252	New	+$739K	0.15%	120

Other funds holding XLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SeaBridge Investment Advisors's XLE Position: Q2 2026 in Review

SeaBridge Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.9% in Q2 2026, selling an estimated $70K and leaving 11,113 shares worth $590K. The position accounts for 0.09% of the portfolio, ranked #137.

SeaBridge Investment Advisors first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $756K in Q1 2026. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

SeaBridge Investment Advisors held 11,113 shares of State Street Energy Select Sector SPDR ETF worth $590K as of Q2 2026.
SeaBridge Investment Advisors sold 1,225 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $70K.
State Street Energy Select Sector SPDR ETF made up 0.09% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #137 holding.
SeaBridge Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
SeaBridge Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $756K in Q1 2026.
1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.