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

Vontobel Holding’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	$14.5M	Buy	236,216 +39,749	+20%	+$2.41M	0.05%	269
2026 Q2	$10.4M	Sell	196,467 -55,203	-22%	-$3.16M	0.03%	313
2026 Q1	$15.4M	Buy	251,670 +54,918	+28%	+$2.95M	0.05%	226
2025 Q4	$8.8M	Sell	196,752 -7,236	-4%	-$322K	0.03%	306
2025 Q3	$9.11M	Sell	203,988 -22,024	-10%	-$964K	0.03%	275
2025 Q2	$9.6M	Buy	226,012 +70,038	+45%	+$2.92M	0.03%	263
2025 Q1	$7.29M	Sell	155,974 -16,402	-10%	-$740K	0.03%	265
2024 Q4	$7.38M	Buy	172,376 +20,968	+14%	+$953K	0.03%	262
2024 Q3	$6.65M	Sell	151,408 -2,784	-2%	-$124K	0.02%	276
2024 Q2	$7.03M	Buy	154,192 +4,308	+3%	+$201K	0.02%	258
2024 Q1	$7.08M	Sell	149,884 -27,518	-16%	-$1.18M	0.06%	252
2023 Q4	$7.44M	Buy	177,402 +12,130	+7%	+$519K	0.06%	240
2023 Q3	$7.47M	Sell	165,272 -37,994	-19%	-$1.66M	0.07%	238
2023 Q2	$8.25M	Sell	203,266 -18,850	-8%	-$768K	0.07%	228
2023 Q1	$9.2M	Buy	222,116 +6,110	+3%	+$261K	0.09%	213
2022 Q4	$9.45M	Buy	216,006 +13,530	+7%	+$589K	0.1%	203
2022 Q3	$7.29M	Buy	202,476 +1,670	+0.8%	+$63.2K	0.09%	212
2022 Q2	$7.18M	Buy	200,806 +10,710	+6%	+$430K	0.08%	211
2022 Q1	$7.26M	Sell	190,096 -83,782	-31%	-$2.9M	0.06%	236
2021 Q4	$7.6M	Sell	273,878 -96,720	-26%	-$2.73M	0.06%	221
2021 Q3	$9.7M	Buy	370,598 +326,466	+740%	+$8.09M	0.09%	179
2021 Q2	$1.19M	Sell	44,132 -6,420	-13%	-$167K	0.01%	555
2021 Q1	$1.24M	Buy	50,552 +19,880	+65%	+$459K	0.01%	485
2020 Q4	$581K	Buy	+30,672	New	+$529K	﹤0.01%	625

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Vontobel Holding's XLE Position: Q3 2026 in Review

Vontobel Holding increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 20% in Q3 2026, buying an estimated $2.41M and bringing the position to 236,216 shares worth $14.5M. The position accounts for 0.05% of the portfolio, ranked #269.

Vontobel Holding first reported a position in XLE in Q4 2020 and has held it in 24 quarters since. The position peaked at $15.4M in Q1 2026. 1,027 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Vontobel Holding held 236,216 shares of State Street Energy Select Sector SPDR ETF worth $14.5M as of Q3 2026.
Vontobel Holding bought 39,749 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $2.41M.
State Street Energy Select Sector SPDR ETF made up 0.05% of Vontobel Holding's portfolio in Q3 2026, its #269 holding.
Vontobel Holding first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 24 quarters since.
Vontobel Holding's State Street Energy Select Sector SPDR ETF position peaked at $15.4M in Q1 2026.
1,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.