Summit Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Summit Financial’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	$9.31M	Buy	152,036 +24,590	+19%	+$1.32M	0.12%	169
2025 Q4	$5.7M	Sell	127,446 -5,614	-4%	-$250K	0.08%	232
2025 Q3	$5.94M	Sell	133,060 -64,976	-33%	-$2.84M	0.09%	219
2025 Q2	$8.4M	Buy	198,036 +33,658	+20%	+$1.4M	0.19%	96
2025 Q1	$7.68M	Buy	164,378 +26,742	+19%	+$1.21M	0.22%	89
2024 Q4	$5.89M	Sell	137,636 -2,590	-2%	-$118K	0.21%	94
2024 Q3	$6.16M	Buy	140,226 +9,482	+7%	+$424K	0.24%	75
2024 Q2	$5.96M	Buy	130,744 +19,736	+18%	+$919K	0.27%	61
2024 Q1	$5.24M	Buy	111,008 +49,260	+80%	+$2.12M	0.31%	44
2023 Q4	$2.59M	Buy	61,748 +552	+0.9%	+$23.6K	0.17%	81
2023 Q3	$2.77M	Buy	61,196 +1,184	+2%	+$51.8K	0.2%	71
2023 Q2	$2.44M	Buy	60,012 +2,498	+4%	+$102K	0.18%	74
2023 Q1	$2.38M	Sell	57,514 -1,986	-3%	-$84.9K	0.21%	50
2022 Q4	$2.6M	Buy	59,500 +690	+1%	+$30K	0.24%	44
2022 Q3	$2.12M	Buy	58,810 +9,242	+19%	+$350K	0.2%	53
2022 Q2	$1.77M	Buy	49,568 +9,868	+25%	+$396K	0.17%	60
2022 Q1	$1.52M	Buy	39,700 +8,050	+25%	+$279K	0.12%	83
2021 Q4	$878K	Buy	31,650 +10,904	+53%	+$308K	0.07%	118
2021 Q3	$540K	Buy	+20,746	New	+$514K	0.05%	138

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

Summit Financial's XLE Position: Q1 2026 in Review

Summit Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 19% in Q1 2026, buying an estimated $1.32M and bringing the position to 152,036 shares worth $9.31M. The position accounts for 0.12% of the portfolio, ranked #169.

Summit Financial first reported a position in XLE in Q3 2021 and has held it in 19 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Summit Financial held 152,036 shares of State Street Energy Select Sector SPDR ETF worth $9.31M as of Q1 2026.
Summit Financial bought 24,590 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.32M.
State Street Energy Select Sector SPDR ETF made up 0.12% of Summit Financial's portfolio in Q1 2026, its #169 holding.
Summit Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.