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Studio Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Studio Investment Management’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 		$245K Buy
+4,612
New +$264K 0.04% 176
2025
Q2 		– Sell
-1,514
Closed -$70.7K – 311
2025
Q1 		$70.7K Buy
1,514
+256
+20% +$11.5K 0.01% 194
2024
Q4 		$53.9K Buy
1,258
+382
+44% +$17.4K 0.01% 193
2024
Q3 		$38.5K Buy
876
+328
+60% +$14.7K 0.01% 200
2024
Q2 		$25K Buy
548
+200
+57% +$9.31K 0.01% 204
2024
Q1 		$16.4K Buy
348
+116
+50% +$4.98K ﹤0.01% 225
2023
Q4 		$9.73K Buy
+232
New +$9.92K ﹤0.01% 222

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Studio Investment Management's XLE Position: Q2 2026 in Review

Studio Investment Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 4,612 shares worth $245K. The stake represents 0.04% of the portfolio and ranks #176 among its holdings. This is a return to the name: Studio Investment Management previously reported a position in XLE as recently as Q1 2025.

Studio Investment Management first reported a position in XLE in Q4 2023 and has held it in 7 quarters since. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Studio Investment Management held 4,612 shares of State Street Energy Select Sector SPDR ETF worth $245K as of Q2 2026.
  • State Street Energy Select Sector SPDR ETF was a new Studio Investment Management position in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.04% of Studio Investment Management's portfolio in Q2 2026, its #176 holding.
  • Studio Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 7 quarters since.
  • 2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.