Truist Financial
XLE icon

Truist Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Truist Financial’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
2021
Q1 		– Sell
-65,600
Closed -$1.24M – 2740
2020
Q4 		$1.24M Buy
+65,600
New +$1.13M ﹤0.01% 1371

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Truist Financial's XLE Position: Q2 2026 in Review

Truist Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4% in Q2 2026, buying an estimated $2.06M and bringing the position to 931,846 shares worth $49.5M. The position accounts for 0.06% of the portfolio, ranked #253.

Truist Financial first reported a position in XLE in Q2 2015 and has held it in 33 quarters since. The position peaked at $152M in Q4 2022. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Truist Financial held 931,846 shares of State Street Energy Select Sector SPDR ETF worth $49.5M as of Q2 2026.
  • Truist Financial bought 36,015 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.06M.
  • State Street Energy Select Sector SPDR ETF made up 0.06% of Truist Financial's portfolio in Q2 2026, its #253 holding.
  • Truist Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2015 and has held it in 33 quarters since.
  • Truist Financial's State Street Energy Select Sector SPDR ETF position peaked at $152M in Q4 2022.
  • 1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.