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 $1.37T 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 Securities Group's XLE Position: Q1 2026 in Review

Summit Securities Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 700 shares — an estimated $31.3K sold.

Summit Securities Group first reported a position in XLE in Q4 2013 and held it in 32 quarters. The position peaked at $6.74M in Q4 2021. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Summit Securities Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 700 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $31.3K.
Summit Securities Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and held it in 32 quarters.
Summit Securities Group's State Street Energy Select Sector SPDR ETF position peaked at $6.74M in Q4 2021.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.