Tevis Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Tevis Investment Management’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	$213K	Sell	4,017 -72	-2%	-$4.12K	0.12%	103
2026 Q1	$250K	Buy	+4,089	New	+$219K	0.14%	91
2022 Q4	–	Sell	-656	Closed	-$23K	–	198
2022 Q3	$23K	Sell	656 -648	-50%	-$24.5K	0.02%	262
2022 Q2	$46K	Buy	1,304 +66	+5%	+$2.65K	0.04%	191
2022 Q1	$47K	Sell	1,238 -1,530	-55%	-$53K	0.04%	207
2021 Q4	$77K	Buy	+2,768	New	+$78.2K	0.07%	172

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

Tevis Investment Management's XLE Position: Q2 2026 in Review

Tevis Investment Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.8% in Q2 2026, selling an estimated $4.12K and leaving 4,017 shares worth $213K. The position accounts for 0.12% of the portfolio, ranked #103.

Tevis Investment Management first reported a position in XLE in Q4 2021 and has held it in 6 quarters since. The position peaked at $250K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Tevis Investment Management held 4,017 shares of State Street Energy Select Sector SPDR ETF worth $213K as of Q2 2026.
Tevis Investment Management sold 72 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $4.12K.
State Street Energy Select Sector SPDR ETF made up 0.12% of Tevis Investment Management's portfolio in Q2 2026, its #103 holding.
Tevis Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 6 quarters since.
Tevis Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $250K in Q1 2026.
2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Tevis Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.