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

Summit Securities 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
2023 Q2	–	Sell	-10,000	Closed	-$414K	–	1121
2023 Q1	$414K	Buy	+10,000	New	+$428K	0.03%	152
2022 Q3	–	Sell	-10,000	Closed	-$358K	–	1196
2022 Q2	$358K	Sell	10,000 -70,000	-88%	-$2.81M	0.04%	223
2022 Q1	$3.06M	Sell	80,000 -200,000	-71%	-$6.93M	0.34%	51
2021 Q4	$7.77M	Buy	280,000 +277,940	+13,492%	+$7.85M	0.36%	54
2021 Q3	$5.37M	Buy	2,060 +1,580	+329%	+$39.1K	0.42%	55
2021 Q2	$1.29M	Sell	480 -4,560	-90%	-$119K	0.11%	204
2021 Q1	$12.4M	Buy	+5,040	New	+$116K	1.36%	8
2017 Q4	–	Sell	-262	Closed	-$898K	–	268
2017 Q3	$898K	Buy	+262	New	+$8.52K	0.15%	66

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 Securities Group's XLE Position: Q2 2026 in Review

Summit Securities Group opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 500 shares worth $26.6K. The stake represents ﹤0.01% of the portfolio and ranks #672 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in XLE as recently as Q4 2025.

Summit Securities Group first reported a position in XLE in Q4 2013 and has held it in 33 quarters since. The position peaked at $6.74M in Q4 2021. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Summit Securities Group held 500 shares of State Street Energy Select Sector SPDR ETF worth $26.6K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Summit Securities Group position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #672 holding.
Summit Securities Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 33 quarters since.
Summit Securities Group's State Street Energy Select Sector SPDR ETF position peaked at $6.74M in Q4 2021.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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