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

Sumitomo Mitsui Trust 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	–	Sell	-37,823	Closed	-$2.32M	–	1123
2026 Q1	$2.32M	Buy	+37,823	New	+$2.03M	﹤0.01%	776
2025 Q1	–	Sell	-18,724	Closed	-$802K	–	1068
2024 Q4	$802K	Sell	18,724 -14,042	-43%	-$638K	﹤0.01%	902
2024 Q3	$1.44M	Sell	32,766 -28,530	-47%	-$1.28M	﹤0.01%	865
2024 Q2	$2.79M	Buy	61,296 +5,498	+10%	+$256K	﹤0.01%	802
2024 Q1	$2.63M	Buy	55,798 +6,076	+12%	+$261K	﹤0.01%	872
2023 Q4	$2.08M	Buy	49,722 +11,852	+31%	+$507K	﹤0.01%	902
2023 Q3	$1.71M	Buy	37,870 +28,710	+313%	+$1.26M	﹤0.01%	927
2023 Q2	$372K	Sell	9,160 -7,896	-46%	-$322K	﹤0.01%	1087
2023 Q1	$706K	Sell	17,056 -12,800	-43%	-$547K	﹤0.01%	1032
2022 Q4	$1.31M	Buy	+29,856	New	+$1.3M	﹤0.01%	994
2022 Q3	–	Sell	-18,000	Closed	-$644K	–	1244
2022 Q2	$644K	Buy	+18,000	New	+$722K	﹤0.01%	1093
2021 Q4	–	Sell	-1,100,000	Closed	-$28.6M	–	1216
2021 Q3	$28.6M	Hold	1,100,000	–	–	0.02%	664
2021 Q2	$29.6M	Buy	+1,100,000	New	+$28.6M	0.02%	675
2020 Q1	–	Sell	-296,000	Closed	-$8.89M	–	1146
2019 Q4	$8.89M	Sell	296,000 -632,000	-68%	-$18.7M	0.01%	752
2019 Q3	$27.5M	Buy	928,000 +632,000	+214%	+$19.1M	0.02%	598
2019 Q2	$9.43M	Buy	+296,000	New	+$9.48M	0.01%	723
2018 Q2	–	Sell	-140,000	Closed	-$4.72M	–	922
2018 Q1	$4.72M	Hold	140,000	–	–	0.01%	704
2017 Q4	$5.06M	Hold	140,000	–	–	0.01%	701
2017 Q3	$4.79M	Sell	140,000 -106,000	-43%	-$3.45M	0.01%	699
2017 Q2	$7.99M	Hold	246,000	–	–	0.01%	665
2017 Q1	$8.6M	Hold	246,000	–	–	0.01%	644
2016 Q4	$9.26M	Buy	+246,000	New	+$8.9M	0.02%	641
2016 Q2	–	Sell	-106,358	Closed	-$3.29M	–	878
2016 Q1	$3.29M	Buy	+106,358	New	+$3.09M	0.01%	691
2015 Q4	–	Sell	-87,254	Closed	-$2.67M	–	882
2015 Q3	$2.67M	Buy	+87,254	New	+$2.94M	0.01%	698

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 Trust Group's XLE Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 37,823 shares — an estimated $2.32M sold.

Sumitomo Mitsui Trust Group first reported a position in XLE in Q3 2015 and held it in 24 quarters. The position peaked at $29.6M in Q2 2021. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sumitomo Mitsui Trust Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 37,823 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.32M.
Sumitomo Mitsui Trust Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2015 and held it in 24 quarters.
Sumitomo Mitsui Trust Group's State Street Energy Select Sector SPDR ETF position peaked at $29.6M in Q2 2021.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.