Searle & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Searle & Co’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	$405K	Hold	7,635	–	–	0.09%	135
2026 Q1	$468K	Hold	7,635	–	–	0.12%	126
2025 Q4	$341K	Sell	7,635 -1	-0%	-$45	0.09%	137
2025 Q3	$341K	Hold	7,636	–	–	0.09%	143
2025 Q2	$324K	Hold	7,636	–	–	0.09%	141
2025 Q1	$357K	Hold	7,636	–	–	0.1%	129
2024 Q4	$327K	Hold	7,636	–	–	0.09%	134
2024 Q3	$335K	Sell	7,636 -82	-1%	-$3.67K	0.08%	131
2024 Q2	$352K	Buy	+7,718	New	+$359K	0.08%	132

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Searle & Co's XLE Position: Q2 2026 in Review

Searle & Co held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 7,635 shares worth $405K. The position accounts for 0.09% of the portfolio, ranked #135.

Searle & Co first reported a position in XLE in Q2 2024 and has held it in 9 quarters since. The position peaked at $468K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Searle & Co held 7,635 shares of State Street Energy Select Sector SPDR ETF worth $405K as of Q2 2026.
Searle & Co left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.09% of Searle & Co's portfolio in Q2 2026, its #135 holding.
Searle & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Searle & Co's State Street Energy Select Sector SPDR ETF position peaked at $468K in Q1 2026.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.