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

Summit Global Investments’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	-36,343	Closed	-$2.23M	–	562
2026 Q1	$2.23M	Buy	+36,343	New	+$1.95M	0.13%	84
2022 Q1	–	Sell	-89,208	Closed	-$2.48M	–	573
2021 Q4	$2.48M	Buy	89,208 +49,122	+123%	+$1.39M	0.16%	127
2021 Q3	$1.04M	Sell	40,086 -9,408	-19%	-$233K	0.08%	195
2021 Q2	$1.32M	Sell	49,494 -920	-2%	-$23.9K	0.08%	186
2021 Q1	$1.24M	Buy	+50,414	New	+$1.16M	0.08%	167

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

Summit Global Investments's XLE Position: Q2 2026 in Review

Summit Global Investments sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 36,343 shares — an estimated $2.23M sold.

Summit Global Investments first reported a position in XLE in Q1 2021 and held it in 5 quarters. The position peaked at $2.48M in Q4 2021. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Summit Global Investments reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Summit Global Investments sold 36,343 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.23M.
Summit Global Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 5 quarters.
Summit Global Investments's State Street Energy Select Sector SPDR ETF position peaked at $2.48M in Q4 2021.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.