SouthState Corp’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SouthState Corp’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	$2.54M	Sell	41,477 -187	-0.4%	-$10K	0.12%	135
2025 Q4	$1.86M	Sell	41,664 -3,580	-8%	-$159K	0.08%	154
2025 Q3	$2.02M	Sell	45,244 -4,682	-9%	-$205K	0.09%	150
2025 Q2	$2.12M	Sell	49,926 -612	-1%	-$25.5K	0.09%	148
2025 Q1	$2.36M	Buy	50,538 +11,134	+28%	+$502K	0.11%	133
2024 Q4	$1.69M	Hold	39,404	–	–	0.11%	121
2024 Q3	$1.73M	Sell	39,404 -730	-2%	-$32.6K	0.12%	118
2024 Q2	$1.83M	Hold	40,134	–	–	0.13%	113
2024 Q1	$1.89M	Sell	40,134 -530	-1%	-$22.8K	0.15%	107
2023 Q4	$1.7M	Buy	40,664 +200	+0.5%	+$8.55K	0.15%	108
2023 Q3	$1.83M	Sell	40,464 -3,810	-9%	-$167K	0.17%	102
2023 Q2	$1.8M	Buy	44,274 +340	+0.8%	+$13.8K	0.16%	111
2023 Q1	$1.82M	Sell	43,934 -340	-0.8%	-$14.5K	0.17%	109
2022 Q4	$1.94M	Buy	44,274 +1,600	+4%	+$69.6K	0.18%	106
2022 Q3	$1.54M	Sell	42,674 -180	-0.4%	-$6.81K	0.15%	116
2022 Q2	$1.53M	Sell	42,854 -580	-1%	-$23.3K	0.14%	119
2022 Q1	$1.66M	Buy	43,434 +1,936	+5%	+$67.1K	0.13%	126
2021 Q4	$1.15M	Buy	41,498 +28,080	+209%	+$793K	0.09%	144
2021 Q3	$349K	Buy	13,418 +3,112	+30%	+$77.1K	0.03%	213
2021 Q2	$278K	Buy	10,306 +9,286	+910%	+$241K	0.02%	228
2021 Q1	$25K	Buy	1,020 +890	+685%	+$20.5K	﹤0.01%	308
2020 Q4	$2K	Hold	130	–	–	﹤0.01%	329
2020 Q3	$2K	Buy	+130	New	+$2.31K	﹤0.01%	333
2019 Q3	–	Sell	-9,452	Closed	-$301K	–	256
2019 Q2	$301K	Sell	9,452 -5,180	-35%	-$166K	0.03%	211
2019 Q1	$484K	Buy	14,632 +1,660	+13%	+$53.3K	0.05%	193
2018 Q4	$372K	Buy	+12,972	New	+$434K	0.04%	203
2015 Q1	–	Sell	-20,136	Closed	-$797K	–	250
2014 Q4	$797K	Buy	+20,136	New	+$837K	0.12%	142

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

SouthState Corp's XLE Position: Q1 2026 in Review

SouthState Corp reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.45% in Q1 2026, selling an estimated $10K and leaving 41,477 shares worth $2.54M. The position accounts for 0.12% of the portfolio, ranked #135.

SouthState Corp first reported a position in XLE in Q4 2014 and has held it in 27 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

SouthState Corp held 41,477 shares of State Street Energy Select Sector SPDR ETF worth $2.54M as of Q1 2026.
SouthState Corp sold 187 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $10K.
State Street Energy Select Sector SPDR ETF made up 0.12% of SouthState Corp's portfolio in Q1 2026, its #135 holding.
SouthState Corp first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 27 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.