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	$5.36M	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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Summit Securities Group's XLE Position: Q3 2026 in Review

Summit Securities Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 60% in Q3 2026, selling an estimated $18.2K and leaving 200 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Summit Securities Group first reported a position in XLE in Q4 2013 and has held it in 34 quarters since. The position peaked at $6.74M in Q4 2021. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Summit Securities Group held 200 shares of State Street Energy Select Sector SPDR ETF worth $12.3K as of Q3 2026.
Summit Securities Group sold 300 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $18.2K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #779 holding.
Summit Securities Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 34 quarters since.
Summit Securities Group's State Street Energy Select Sector SPDR ETF position peaked at $6.74M in Q4 2021.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.