Signet Financial Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Signet Financial Management’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
2022 Q1	–	Sell	-200	Closed	-$1K	–	1362
2021 Q4	$1K	Buy	+200	New	+$5.65K	﹤0.01%	1446

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 $445B AUM 25.58% 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 $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Signet Financial Management's XLE Position: Q1 2026 in Review

Signet Financial Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 69% in Q1 2026, selling an estimated $1.2M and leaving 10,010 shares worth $613K. The position accounts for 0.07% of the portfolio, ranked #198.

Signet Financial Management first reported a position in XLE in Q1 2015 and has held it in 30 quarters since. The position peaked at $1.45M in Q4 2025. 2,110 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Signet Financial Management held 10,010 shares of State Street Energy Select Sector SPDR ETF worth $613K as of Q1 2026.
Signet Financial Management sold 22,444 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.2M.
State Street Energy Select Sector SPDR ETF made up 0.07% of Signet Financial Management's portfolio in Q1 2026, its #198 holding.
Signet Financial Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and has held it in 30 quarters since.
Signet Financial Management's State Street Energy Select Sector SPDR ETF position peaked at $1.45M in Q4 2025.
2,110 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.