University of Texas/Texas AM Investment Management Co (UTIMCO)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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	$199K	Sell	3,745 -19	-0.5%	-$1.09K	0.02%	166
2026 Q1	$231K	Sell	3,764 -1,025	-21%	-$55K	0.03%	131
2025 Q4	$214K	Sell	4,789 -259	-5%	-$11.5K	0.03%	151
2025 Q3	$225K	Buy	5,048 +1,504	+42%	+$65.8K	0.03%	114
2025 Q2	$150K	Sell	3,544 -550	-13%	-$22.9K	0.02%	100
2025 Q1	$191K	Buy	4,094 +1,900	+87%	+$85.7K	0.03%	98
2024 Q4	$94K	Hold	2,194	–	–	0.01%	119
2024 Q3	$96.3K	Sell	2,194 -280	-11%	-$12.5K	0.02%	107
2024 Q2	$113K	Sell	2,474 -264	-10%	-$12.3K	0.02%	113
2024 Q1	$129K	Sell	2,738 -1,700	-38%	-$73K	0.03%	94
2023 Q4	$186K	Buy	4,438 +660	+17%	+$28.2K	0.05%	74
2023 Q3	$171K	Buy	+3,778	New	+$165K	0.07%	22

Other funds holding XLE

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s XLE Position: Q2 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.5% in Q2 2026, selling an estimated $1.09K and leaving 3,745 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #166.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in XLE in Q3 2023 and has held it in 12 quarters since. The position peaked at $231K in Q1 2026. 1,635 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

University of Texas/Texas AM Investment Management Co (UTIMCO) held 3,745 shares of State Street Energy Select Sector SPDR ETF worth $199K as of Q2 2026.
University of Texas/Texas AM Investment Management Co (UTIMCO) sold 19 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.09K.
State Street Energy Select Sector SPDR ETF made up 0.02% of University of Texas/Texas AM Investment Management Co (UTIMCO)'s portfolio in Q2 2026, its #166 holding.
University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
University of Texas/Texas AM Investment Management Co (UTIMCO)'s State Street Energy Select Sector SPDR ETF position peaked at $231K in Q1 2026.
1,635 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q2 2026, filed 3 Aug 2026.