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

Tamar Securities’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	$11.1M	Buy	209,693 +40,228	+24%	+$2.3M	1.04%	37
2026 Q1	$10.4M	Buy	169,465 +10,213	+6%	+$548K	1.11%	35
2025 Q4	$7.12M	Buy	159,252 +39,160	+33%	+$1.74M	0.75%	39
2025 Q3	$5.36M	Buy	120,092 +3,280	+3%	+$144K	0.61%	39
2025 Q2	$4.95M	Buy	116,812 +3,940	+3%	+$164K	0.6%	40
2025 Q1	$5.27M	Buy	112,872 +604	+0.5%	+$27.2K	0.71%	40
2024 Q4	$4.81M	Buy	112,268 +3,268	+3%	+$149K	0.66%	37
2024 Q3	$4.79M	Buy	109,000 +2,660	+3%	+$119K	0.67%	37
2024 Q2	$4.85M	Buy	106,340 +1,496	+1%	+$69.7K	0.79%	38
2024 Q1	$4.95M	Sell	104,844 -12,204	-10%	-$524K	0.83%	38
2023 Q4	$4.91M	Sell	117,048 -2,372	-2%	-$101K	0.96%	34
2023 Q3	$5.4M	Sell	119,420 -538	-0.4%	-$23.5K	1.3%	34
2023 Q2	$4.87M	Buy	119,958 +9,028	+8%	+$368K	1.2%	33
2023 Q1	$4.59M	Sell	110,930 -9,100	-8%	-$389K	1.32%	31
2022 Q4	$5.25M	Buy	120,030 +1,142	+1%	+$49.7K	1.67%	29
2022 Q3	$4.28M	Sell	118,888 -154	-0.1%	-$5.82K	1.37%	32
2022 Q2	$4.26M	Sell	119,042 -3,778	-3%	-$152K	1.4%	30
2022 Q1	$4.69M	Buy	122,820 +42,144	+52%	+$1.46M	1.31%	32
2021 Q4	$2.24M	Buy	80,676 +2,936	+4%	+$83K	0.66%	40
2021 Q3	$2.02M	Buy	77,740 +7,446	+11%	+$184K	0.73%	34
2021 Q2	$1.89M	Buy	70,294 +8,380	+14%	+$218K	0.73%	33
2021 Q1	$1.52M	Buy	+61,914	New	+$1.43M	0.59%	37

Other funds holding XLE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Tamar Securities's XLE Position: Q2 2026 in Review

Tamar Securities increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 24% in Q2 2026, buying an estimated $2.3M and bringing the position to 209,693 shares worth $11.1M. The position accounts for 1.04% of the portfolio, ranked #37.

Tamar Securities first reported a position in XLE in Q1 2021 and has held it in 22 quarters since. 1,593 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Tamar Securities held 209,693 shares of State Street Energy Select Sector SPDR ETF worth $11.1M as of Q2 2026.
Tamar Securities bought 40,228 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.3M.
State Street Energy Select Sector SPDR ETF made up 1.04% of Tamar Securities's portfolio in Q2 2026, its #37 holding.
Tamar Securities first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
1,593 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Tamar Securities's 13F filing for Q2 2026, filed 5 Aug 2026.