Vima LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Vima LLC’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 Q3	$109K	Hold	1,769	–	–	0.11%	110
2026 Q2	$94K	Buy	+1,769	New	+$101K	0.09%	119
2024 Q3	$215K	Sell	4,902 -1,212	-20%	-$54.2K	0.44%	63
2024 Q2	$279K	Sell	6,114 -578	-9%	-$26.9K	0.61%	44
2024 Q1	$277K	Buy	6,692 +578	+9%	+$24.8K	0.32%	34
2023 Q4	$256K	Buy	+6,114	New	+$261K	0.59%	42

Other funds holding XLE

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Vima LLC's XLE Position: Q3 2026 in Review

Vima LLC held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 1,769 shares worth $109K. The position accounts for 0.11% of the portfolio, ranked #110.

Vima LLC first reported a position in XLE in Q4 2023 and has held it in 6 quarters since. The position peaked at $279K in Q2 2024. 973 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Vima LLC held 1,769 shares of State Street Energy Select Sector SPDR ETF worth $109K as of Q3 2026.
Vima LLC left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.11% of Vima LLC's portfolio in Q3 2026, its #110 holding.
Vima LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 6 quarters since.
Vima LLC's State Street Energy Select Sector SPDR ETF position peaked at $279K in Q2 2024.
973 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.