Unisphere Establishment’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Unisphere Establishment’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	$21.2M	Buy	+400,000	New	+$22.9M	0.18%	36
2025 Q4	–	Sell	-404,600	Closed	-$18.1M	–	67
2025 Q3	$18.1M	Hold	404,600	–	–	0.14%	35
2025 Q2	$17.2M	Sell	404,600 -17,400	-4%	-$725K	0.14%	36
2025 Q1	$19.7M	Hold	422,000	–	–	0.17%	32
2024 Q4	$18.1M	Sell	422,000 -100,000	-19%	-$4.54M	0.16%	36
2024 Q3	$22.9M	Buy	522,000 +182,000	+54%	+$8.14M	0.22%	30
2024 Q2	$15.5M	Buy	340,000 +60,000	+21%	+$2.79M	0.16%	34
2024 Q1	$13.2M	Buy	280,000 +58,000	+26%	+$2.49M	0.13%	35
2023 Q4	$9.31M	Buy	+222,000	New	+$9.49M	0.1%	47

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Unisphere Establishment's XLE Position: Q2 2026 in Review

Unisphere Establishment opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 400,000 shares worth $21.2M. The stake represents 0.18% of the portfolio and ranks #36 among its holdings. This is a return to the name: Unisphere Establishment previously reported a position in XLE as recently as Q3 2025.

Unisphere Establishment first reported a position in XLE in Q4 2023 and has held it in 9 quarters since. The position peaked at $22.9M in Q3 2024. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Unisphere Establishment held 400,000 shares of State Street Energy Select Sector SPDR ETF worth $21.2M as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Unisphere Establishment position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.18% of Unisphere Establishment's portfolio in Q2 2026, its #36 holding.
Unisphere Establishment first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
Unisphere Establishment's State Street Energy Select Sector SPDR ETF position peaked at $22.9M in Q3 2024.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Unisphere Establishment's 13F filing for Q2 2026, filed 14 Aug 2026.