SIH Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SIH Partners’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	$3.3M	Buy	53,881 +24,881	+86%	+$1.33M	0.04%	116
2025 Q4	$1.3M	Hold	29,000	–	–	0.02%	121
2025 Q3	$1.3M	Hold	29,000	–	–	0.04%	105
2025 Q2	$1.23M	Hold	29,000	–	–	0.05%	89
2025 Q1	$1.36M	Hold	29,000	–	–	0.05%	105
2024 Q4	$1.24M	Buy	+29,000	New	+$1.32M	0.06%	78

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

SIH Partners's XLE Position: Q1 2026 in Review

SIH Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 86% in Q1 2026, buying an estimated $1.33M and bringing the position to 53,881 shares worth $3.3M. The position accounts for 0.04% of the portfolio, ranked #116.

SIH Partners first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

SIH Partners held 53,881 shares of State Street Energy Select Sector SPDR ETF worth $3.3M as of Q1 2026.
SIH Partners bought 24,881 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.33M.
State Street Energy Select Sector SPDR ETF made up 0.04% of SIH Partners's portfolio in Q1 2026, its #116 holding.
SIH Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on SIH Partners's 13F filing for Q1 2026, filed 15 May 2026.