Sumitomo Mitsui Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sumitomo Mitsui Financial 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 Q2	$646K	Buy	12,172 +6,983	+135%	+$399K	0.01%	109
2026 Q1	$318K	Buy	5,189 +2,589	+100%	+$139K	0.01%	123
2025 Q4	$116K	Buy	2,600 +1,300	+100%	+$57.9K	﹤0.01%	139
2025 Q3	$58.1K	Sell	1,300 -120	-8%	-$5.25K	﹤0.01%	141
2025 Q2	$60.2K	Sell	1,420 -1,830	-56%	-$76.2K	﹤0.01%	179
2025 Q1	$152K	Sell	3,250 -1,970	-38%	-$88.8K	﹤0.01%	123
2024 Q4	$224K	Sell	5,220 -1,710	-25%	-$77.7K	﹤0.01%	112
2024 Q3	$304K	Buy	6,930 +400	+6%	+$17.9K	0.01%	112
2024 Q2	$298K	Buy	+6,530	New	+$304K	0.01%	115
2023 Q3	–	Sell	-340	Closed	-$13.7K	–	186
2023 Q2	$13.7K	Buy	+340	New	+$13.8K	﹤0.01%	162
2022 Q4	–	Sell	-176,000	Closed	-$6.34M	–	194
2022 Q3	$6.34M	Buy	+176,000	New	+$6.66M	0.27%	54
2021 Q4	–	Sell	-1,360,000	Closed	-$35.4M	–	204
2021 Q3	$35.4M	Sell	1,360,000 -346,838	-20%	-$8.59M	0.81%	22
2021 Q2	$46M	Buy	1,706,838 +528,838	+45%	+$13.8M	1.01%	23
2021 Q1	$28.9M	Buy	+1,178,000	New	+$27.2M	0.68%	25
2018 Q2	–	Sell	-768	Closed	-$26K	–	148
2018 Q1	$26K	Buy	+768	New	+$27.2K	﹤0.01%	112
2017 Q4	–	Sell	-250	Closed	-$9K	–	124
2017 Q3	$9K	Buy	+250	New	+$8.13K	﹤0.01%	97

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

Sumitomo Mitsui Financial Group's XLE Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 135% in Q2 2026, buying an estimated $399K and bringing the position to 12,172 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #109.

Sumitomo Mitsui Financial Group first reported a position in XLE in Q3 2017 and has held it in 16 quarters since. The position peaked at $46M in Q2 2021. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sumitomo Mitsui Financial Group held 12,172 shares of State Street Energy Select Sector SPDR ETF worth $646K as of Q2 2026.
Sumitomo Mitsui Financial Group bought 6,983 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $399K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #109 holding.
Sumitomo Mitsui Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2017 and has held it in 16 quarters since.
Sumitomo Mitsui Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $46M in Q2 2021.
2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.