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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
2024
Q3 		– Sell
-1,000
Closed -$46K – 904
2024
Q2 		$46K Buy
+1,000
New +$46.6K 0.01% 308
2024
Q1 		– Sell
-37,200
Closed -$1.56M – 955
2023
Q4 		$1.56M Buy
37,200
+27,200
+272% +$1.16M 0.14% 105
2023
Q3 		$452K Sell
10,000
-62,000
-86% -$2.71M 0.05% 128
2023
Q2 		$2.92M Buy
+72,000
New +$2.93M 0.38% 43
2023
Q1 		– Sell
-426,400
Closed -$18.6M – 1356
2022
Q4 		$18.6M Buy
426,400
+232,400
+120% +$10.1M 0.7% 30
2022
Q3 		$6.99M Sell
194,000
-296,400
-60% -$11.2M 0.52% 40
2022
Q2 		$17.5M Buy
490,400
+60,200
+14% +$2.42M 2.18% 10
2022
Q1 		$16.4M Buy
430,200
+153,000
+55% +$5.3M 1.84% 7
2021
Q4 		$7.69M Buy
277,200
+272,800
+6,200% +$7.71M 0.36% 56
2021
Q3 		$11.5M Sell
4,400
-3,640
-45% -$90.2K 0.89% 17
2021
Q2 		$21.7M Sell
8,040
-416
-5% -$10.8K 1.79% 5
2021
Q1 		$20.7M Buy
8,456
+6,942
+459% +$160K 2.28% 4
2020
Q4 		$2.87M Buy
+1,514
New +$26.1K 0.24% 108
2020
Q3 		– Sell
-136
Closed -$257K – 520
2020
Q2 		$257K Buy
+136
New +$2.53K 0.03% 351
2017
Q4 		– Sell
-72
Closed -$247K – 269
2017
Q3 		$247K Hold
72
– – 0.04% 166
2017
Q2 		$234K Buy
+72
New +$2.42K 0.04% 178
2017
Q1 		– Sell
-70
Closed -$264K – 410
2016
Q4 		$264K Buy
+70
New +$2.53K 0.06% 216
2014
Q4 		– Sell
-56
Closed -$62K – 747
2014
Q3 		$62K Buy
+56
New +$2.71K 0.02% 374

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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.