Tortoise Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-108
| Closed | -$4.82K | – | 1486 |
|
|
2025
Q3 | $4.82K | Buy |
+108
| New | +$4.73K | ﹤0.01% | 701 |
|
|
2025
Q2 | – | Sell |
-1,490
| Closed | -$69.6K | – | 1324 |
|
|
2025
Q1 | $69.6K | Hold |
1,490
| – | – | 0.01% | 327 |
|
|
2024
Q4 | $63.8K | Buy |
+1,490
| New | +$67.7K | 0.01% | 383 |
|
|
2024
Q3 | – | Sell |
-440
| Closed | -$20.1K | – | 927 |
|
|
2024
Q2 | $20.1K | Buy |
+440
| New | +$20.5K | ﹤0.01% | 531 |
|
|
2020
Q2 | – | Sell |
-130
| Closed | -$2K | – | 564 |
|
|
2020
Q1 | $2K | Hold |
130
| – | – | ﹤0.01% | 496 |
|
|
2019
Q4 | $4K | Hold |
130
| – | – | ﹤0.01% | 503 |
|
|
2019
Q3 | $4K | Hold |
130
| – | – | ﹤0.01% | 494 |
|
|
2019
Q2 | $4K | Hold |
130
| – | – | ﹤0.01% | 524 |
|
|
2019
Q1 | $4K | Hold |
130
| – | – | ﹤0.01% | 513 |
|
|
2018
Q4 | $4K | Hold |
130
| – | – | ﹤0.01% | 472 |
|
|
2018
Q3 | $5K | Hold |
130
| – | – | ﹤0.01% | 460 |
|
|
2018
Q2 | $5K | Hold |
130
| – | – | ﹤0.01% | 476 |
|
|
2018
Q1 | $4K | Hold |
130
| – | – | ﹤0.01% | 472 |
|
|
2017
Q4 | $5K | Hold |
130
| – | – | ﹤0.01% | 460 |
|
|
2017
Q3 | $4K | Hold |
130
| – | – | ﹤0.01% | 427 |
|
|
2017
Q2 | $4K | Hold |
130
| – | – | ﹤0.01% | 426 |
|
|
2017
Q1 | $5K | Sell |
130
-158
| -55% | -$5.71K | ﹤0.01% | 394 |
|
|
2016
Q4 | $11K | Buy |
288
+158
| +122% | +$5.71K | ﹤0.01% | 322 |
|
|
2016
Q3 | $5K | Hold |
130
| – | – | ﹤0.01% | 377 |
|
|
2016
Q2 | $4K | Sell |
130
-332
| -72% | -$11K | ﹤0.01% | 412 |
|
|
2016
Q1 | $14K | Sell |
462
-550
| -54% | -$16K | 0.01% | 264 |
|
|
2015
Q4 | $31K | Buy |
1,012
+130
| +15% | +$4.28K | 0.01% | 239 |
|
|
2015
Q3 | $27K | Buy |
882
+50
| +6% | +$1.69K | 0.01% | 235 |
|
|
2015
Q2 | $31K | Hold |
832
| – | – | 0.01% | 238 |
|
|
2015
Q1 | $32K | Buy |
832
+418
| +101% | +$16.2K | 0.01% | 233 |
|
|
2014
Q4 | $16K | Buy |
414
+82
| +25% | +$3.41K | 0.01% | 290 |
|
|
2014
Q3 | $15K | Hold |
332
| – | – | 0.01% | 276 |
|
|
2014
Q2 | $17K | Hold |
332
| – | – | 0.01% | 285 |
|
|
2014
Q1 | $15K | Hold |
332
| – | – | 0.01% | 250 |
|
|
2013
Q4 | $15K | Hold |
332
| – | – | 0.01% | 235 |
|
|
2013
Q3 | $14K | Hold |
332
| – | – | 0.01% | 222 |
|
|
2013
Q2 | $13K | Buy |
+332
| New | +$13.2K | 0.01% | 214 |
|
Other funds holding XLE
MMH
HC
Tortoise Investment Management's XLE Position: Q4 2025 in Review
Tortoise Investment Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 108 shares — an estimated $4.82K sold.
Tortoise Investment Management first reported a position in XLE in Q2 2013 and held it in 32 quarters. The position peaked at $69.6K in Q1 2025. 1,861 funds tracked by Wall St. Rank hold XLE as of Q4 2025.
- Tortoise Investment Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 108 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $4.82K.
- Tortoise Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 32 quarters.
- Tortoise Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $69.6K in Q1 2025.
- 1,861 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.