StoneX Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

StoneX Group’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	$1.83M	Sell	29,836 -2,786	-9%	-$149K	0.1%	168
2025 Q4	$1.46M	Sell	32,622 -35,386	-52%	-$1.58M	0.06%	254
2025 Q3	$3.04M	Buy	68,008 +8,950	+15%	+$392K	0.13%	140
2025 Q2	$2.5M	Sell	59,058 -11,584	-16%	-$482K	0.12%	152
2025 Q1	$3.3M	Buy	70,642 +22	+0%	+$992	0.18%	113
2024 Q4	$3.02M	Buy	+70,620	New	+$3.21M	0.17%	117
2022 Q2	–	Sell	-86,200	Closed	-$3.29M	–	756
2022 Q1	$3.29M	Buy	86,200 +60,522	+236%	+$2.1M	0.31%	59
2021 Q4	$713K	Buy	25,678 +5,858	+30%	+$166K	0.08%	228
2021 Q3	$516K	Buy	19,820 +5,264	+36%	+$130K	0.07%	253
2021 Q2	$392K	Buy	14,556 +2,476	+20%	+$64.4K	0.06%	293
2021 Q1	$296K	Sell	12,080 -17,722	-59%	-$409K	0.05%	304
2020 Q4	$565K	Buy	29,802 +8,428	+39%	+$145K	0.12%	168
2020 Q3	$320K	Sell	21,374 -1,956	-8%	-$34.7K	0.1%	221
2020 Q2	$442K	Buy	+23,330	New	+$434K	0.17%	162
2018 Q4	–	Sell	-5,382	Closed	-$204K	–	240
2018 Q3	$204K	Sell	5,382 -3,094	-37%	-$116K	0.15%	228
2018 Q2	$322K	Buy	8,476 +1,694	+25%	+$62.9K	0.28%	130
2018 Q1	$229K	Sell	6,782 -3,378	-33%	-$120K	0.22%	191
2017 Q4	$367K	Sell	10,160 -5,106	-33%	-$176K	0.38%	99
2017 Q3	$523K	Sell	15,266 -3,572	-19%	-$116K	0.65%	49
2017 Q2	$612K	Buy	+18,838	New	+$633K	0.19%	181
2017 Q1	–	Sell	-20,280	Closed	-$764K	–	76
2016 Q4	$764K	Buy	+20,280	New	+$733K	1.33%	26

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

StoneX Group's XLE Position: Q1 2026 in Review

StoneX Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.5% in Q1 2026, selling an estimated $149K and leaving 29,836 shares worth $1.83M. The position accounts for 0.1% of the portfolio, ranked #168.

StoneX Group first reported a position in XLE in Q4 2016 and has held it in 21 quarters since. The position peaked at $3.3M in Q1 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

StoneX Group held 29,836 shares of State Street Energy Select Sector SPDR ETF worth $1.83M as of Q1 2026.
StoneX Group sold 2,786 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $149K.
State Street Energy Select Sector SPDR ETF made up 0.1% of StoneX Group's portfolio in Q1 2026, its #168 holding.
StoneX Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 21 quarters since.
StoneX Group's State Street Energy Select Sector SPDR ETF position peaked at $3.3M in Q1 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.