Union Bancaire Privee’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Union Bancaire Privee’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	$895K	Hold	16,700	–	–	0.01%	304
2026 Q1	$1.03M	Buy	16,700 +1,500	+10%	+$80.5K	0.01%	292
2025 Q4	$683K	Sell	15,200 -2,916	-16%	-$130K	0.01%	336
2025 Q3	$833K	Hold	18,116	–	–	0.01%	276
2025 Q2	$773K	Hold	18,116	–	–	0.01%	280
2025 Q1	$837K	Sell	18,116 -26,334	-59%	-$1.19M	0.02%	263
2024 Q4	$1.88M	Buy	+44,450	New	+$2.02M	0.03%	212

Other funds holding XLE

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Union Bancaire Privee's XLE Position: Q2 2026 in Review

Union Bancaire Privee held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 16,700 shares worth $895K. The position accounts for 0.01% of the portfolio, ranked #304.

Union Bancaire Privee first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q4 2024. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Union Bancaire Privee held 16,700 shares of State Street Energy Select Sector SPDR ETF worth $895K as of Q2 2026.
Union Bancaire Privee left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #304 holding.
Union Bancaire Privee first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's State Street Energy Select Sector SPDR ETF position peaked at $1.88M in Q4 2024.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.