Steve Schonfeld’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Steve Schonfeld’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	$7.15M	Buy	+134,700	New	+$7.7M	0.03%	520
2026 Q1	–	Sell	-918,200	Closed	-$41.1M	–	2736
2025 Q4	$41.1M	Buy	918,200 +904,600	+6,651%	+$40.3M	0.18%	77
2025 Q3	$608K	Hold	13,600	–	–	﹤0.01%	1609
2025 Q2	$577K	Sell	13,600 -700,000	-98%	-$29.2M	﹤0.01%	1505
2025 Q1	$33.3M	Buy	+713,600	New	+$32.2M	0.2%	72
2024 Q2	–	Sell	-200,000	Closed	-$9.44M	–	2610
2024 Q1	$9.44M	Buy	200,000 +100,000	+100%	+$4.3M	0.06%	398
2023 Q4	$4.19M	Hold	100,000	–	–	0.03%	562
2023 Q3	$4.52M	Sell	100,000 -300,000	-75%	-$13.1M	0.04%	578
2023 Q2	$92K	Buy	+400,000	New	+$16.3M	﹤0.01%	1737
2022 Q3	–	Sell	-500,000	Closed	-$17.9M	–	3199
2022 Q2	$17.9M	Buy	+500,000	New	+$20.1M	0.17%	157

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

Steve Schonfeld's XLE Position: Q2 2026 in Review

Steve Schonfeld increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 366% in Q2 2026, buying an estimated $21.3M and bringing the position to 473,263 shares worth $25.1M. The position accounts for 0.09% of the portfolio, ranked #199.

Steve Schonfeld first reported a position in XLE in Q3 2016 and has held it in 22 quarters since. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Steve Schonfeld held 473,263 shares of State Street Energy Select Sector SPDR ETF worth $25.1M as of Q2 2026.
Steve Schonfeld bought 371,741 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $21.3M.
State Street Energy Select Sector SPDR ETF made up 0.09% of Steve Schonfeld's portfolio in Q2 2026, its #199 holding.
Steve Schonfeld first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2016 and has held it in 22 quarters since.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.