Van Strum & Towne’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Van Strum & Towne’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 Q1	$6.37M	Sell	103,913 -1,233	-1%	-$66.1K	1.86%	19
2025 Q4	$4.7M	Buy	105,146 +700	+0.7%	+$31.2K	1.32%	27
2025 Q3	$4.67M	Sell	104,446 -694	-0.7%	-$30.4K	1.37%	26
2025 Q2	$4.46M	Sell	105,140 -640	-0.6%	-$26.7K	1.41%	24
2025 Q1	$4.94M	Buy	105,780 +300	+0.3%	+$13.5K	1.66%	23
2024 Q4	$4.52M	Buy	105,480 +86	+0.1%	+$3.91K	1.59%	24
2024 Q3	$4.63M	Buy	105,394 +850	+0.8%	+$38K	1.6%	24
2024 Q2	$4.76M	Buy	104,544 +210	+0.2%	+$9.78K	1.73%	22
2024 Q1	$4.93M	Sell	104,334 -1,886	-2%	-$81K	1.8%	20
2023 Q4	$4.45M	Sell	106,220 -1,400	-1%	-$59.9K	1.75%	19
2023 Q3	$4.86M	Sell	107,620 -1,180	-1%	-$51.6K	2.05%	15
2023 Q2	$4.42M	Buy	108,800 +2,440	+2%	+$99.4K	1.83%	17
2023 Q1	$4.4M	Sell	106,360 -50	-0%	-$2.14K	1.88%	18
2022 Q4	$4.65M	Hold	106,410	–	–	2%	15
2022 Q3	$3.83M	Sell	106,410 -2,138	-2%	-$80.9K	1.77%	18
2022 Q2	$3.88M	Buy	108,548 +198	+0.2%	+$7.94K	1.65%	20
2022 Q1	$4.14M	Buy	108,350 +1,850	+2%	+$64.1K	1.55%	21
2021 Q4	$2.96M	Sell	106,500 -900	-0.8%	-$25.4K	1.07%	25
2021 Q3	$2.8M	Buy	107,400 +490	+0.5%	+$12.1K	1.1%	25
2021 Q2	$2.88M	Sell	106,910 -1,870	-2%	-$48.6K	1.38%	22
2021 Q1	$2.67M	Buy	+108,780	New	+$2.51M	1.35%	22

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Van Strum & Towne's XLE Position: Q1 2026 in Review

Van Strum & Towne reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.2% in Q1 2026, selling an estimated $66.1K and leaving 103,913 shares worth $6.37M. The position accounts for 1.86% of the portfolio, ranked #19.

Van Strum & Towne first reported a position in XLE in Q1 2021 and has held it in 21 quarters since. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Van Strum & Towne held 103,913 shares of State Street Energy Select Sector SPDR ETF worth $6.37M as of Q1 2026.
Van Strum & Towne sold 1,233 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $66.1K.
State Street Energy Select Sector SPDR ETF made up 1.86% of Van Strum & Towne's portfolio in Q1 2026, its #19 holding.
Van Strum & Towne first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.