Value Investment Professionals’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Value Investment Professionals’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	$785K	Buy	+14,771	New	+$845K	0.66%	40
2026 Q1	–	Sell	-13,912	Closed	-$622K	–	99
2025 Q4	$622K	Buy	+13,912	New	+$620K	0.65%	35

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 22.96% 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

Value Investment Professionals's XLE Position: Q2 2026 in Review

Value Investment Professionals opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 14,771 shares worth $785K. The stake represents 0.66% of the portfolio and ranks #40 among its holdings. This is a return to the name: Value Investment Professionals previously reported a position in XLE as recently as Q4 2025.

Value Investment Professionals first reported a position in XLE in Q4 2025 and has held it in 2 quarters since. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Value Investment Professionals held 14,771 shares of State Street Energy Select Sector SPDR ETF worth $785K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Value Investment Professionals position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.66% of Value Investment Professionals's portfolio in Q2 2026, its #40 holding.
Value Investment Professionals first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Value Investment Professionals's 13F filing for Q2 2026, filed 7 Jul 2026.