Evelyn Partners Group Ltd’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Evelyn Partners Group Ltd’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	$709K	Buy	+13,294	New	+$760K	﹤0.01%	192

Other funds holding XLE

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evelyn Partners Group Ltd's XLE Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 13,294 shares worth $709K. The stake represents ﹤0.01% of the portfolio and ranks #192 among its holdings.

1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Evelyn Partners Group Ltd held 13,294 shares of State Street Energy Select Sector SPDR ETF worth $709K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #192 holding.
1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.