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XLE icon

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Vima LLC's XLE Position: Q2 2026 in Review

Vima LLC opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 1,769 shares worth $94K. The stake represents 0.09% of the portfolio and ranks #119 among its holdings. This is a return to the name: Vima LLC previously reported a position in XLE as recently as Q3 2024.

Vima LLC first reported a position in XLE in Q4 2023 and has held it in 5 quarters since. The position peaked at $279K in Q2 2024. 1,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Vima LLC held 1,769 shares of State Street Energy Select Sector SPDR ETF worth $94K as of Q2 2026.
  • State Street Energy Select Sector SPDR ETF was a new Vima LLC position in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.09% of Vima LLC's portfolio in Q2 2026, its #119 holding.
  • Vima LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 5 quarters since.
  • Vima LLC's State Street Energy Select Sector SPDR ETF position peaked at $279K in Q2 2024.
  • 1,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.