Stonebridge Financial Group (Pennsylvania)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	–	Sell	-416,659	Closed	-$25.5M	–	285
2026 Q1	$25.5M	Buy	+416,659	New	+$22.4M	2.1%	14
2025 Q2	–	Sell	-2,458	Closed	-$115K	–	963
2025 Q1	$115K	Sell	2,458 -3,266	-57%	-$147K	0.01%	284
2024 Q4	$245K	Buy	+5,724	New	+$260K	0.03%	209

Other funds holding XLE

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s XLE Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 416,659 shares — an estimated $25.5M sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in XLE in Q4 2024 and held it in 3 quarters. The position peaked at $25.5M in Q1 2026. 1,765 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 416,659 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $25.5M.
Stonebridge Financial Group (Pennsylvania) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
Stonebridge Financial Group (Pennsylvania)'s State Street Energy Select Sector SPDR ETF position peaked at $25.5M in Q1 2026.
1,765 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.