TIFF Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

TIFF Advisory Services’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 Q1	$10.8M	Buy	+175,733	New	+$9.43M	2.43%	12
2024 Q4	–	Sell	-313,382	Closed	-$13.8M	–	20
2024 Q3	$13.8M	Hold	313,382	–	–	4.57%	10
2024 Q2	$14.3M	Hold	313,382	–	–	4.93%	8
2024 Q1	$14.8M	Hold	313,382	–	–	6.45%	6
2023 Q4	$13.1M	Buy	313,382 +20,224	+7%	+$865K	6.22%	6
2023 Q3	$13.2M	Sell	293,158 -420,948	-59%	-$18.4M	10.95%	4
2023 Q2	$29M	Sell	714,106 -319,332	-31%	-$13M	6.87%	4
2023 Q1	$42.8M	Buy	1,033,438 +387,588	+60%	+$16.6M	17.99%	2
2022 Q4	$28.2M	Buy	645,850 +298,960	+86%	+$13M	11.46%	2
2022 Q3	$12.5M	Sell	346,890 -119,790	-26%	-$4.53M	5.17%	6
2022 Q2	$16.7M	Buy	+466,680	New	+$18.7M	6%	3
2020 Q2	–	Sell	-150,296	Closed	-$2.18M	–	15
2020 Q1	$2.18M	Hold	150,296	–	–	1.44%	10
2019 Q4	$4.51M	Sell	150,296 -451,060	-75%	-$13.4M	2.01%	10
2019 Q3	$17.8M	Sell	601,356 -182,496	-23%	-$5.52M	13.58%	3
2019 Q2	$19.7M	Sell	783,852 -544,644	-41%	-$17.4M	10.88%	5
2019 Q1	$43.9M	Buy	1,328,496 +30,262	+2%	+$972K	17.3%	3
2018 Q4	$37.2M	Buy	1,298,234 +122,314	+10%	+$4.09M	12.93%	4
2018 Q3	$44.5M	Buy	1,175,920 +29,920	+3%	+$1.12M	23.91%	2
2018 Q2	$43.5M	Sell	1,146,000 -29,920	-3%	-$1.11M	20.22%	2
2018 Q1	$39.6M	Sell	1,175,920 -123,210	-9%	-$4.36M	22.79%	2
2017 Q4	$46.9M	Hold	1,299,130	–	–	50.99%	1
2017 Q3	$44.5M	Buy	1,299,130 +153,130	+13%	+$4.98M	27.77%	2
2017 Q2	$37.2M	Hold	1,146,000	–	–	24.84%	3
2017 Q1	$40M	Buy	+1,146,000	New	+$41.4M	20.87%	4

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

TIFF Advisory Services's XLE Position: Q1 2026 in Review

TIFF Advisory Services opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 175,733 shares worth $10.8M. The stake represents 2.43% of the portfolio and ranks #12 among its holdings. This is a return to the name: TIFF Advisory Services previously reported a position in XLE as recently as Q3 2024.

TIFF Advisory Services first reported a position in XLE in Q1 2017 and has held it in 24 quarters since. The position peaked at $46.9M in Q4 2017. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

TIFF Advisory Services held 175,733 shares of State Street Energy Select Sector SPDR ETF worth $10.8M as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new TIFF Advisory Services position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 2.43% of TIFF Advisory Services's portfolio in Q1 2026, its #12 holding.
TIFF Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and has held it in 24 quarters since.
TIFF Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $46.9M in Q4 2017.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on TIFF Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.