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 Q1	–	Sell	-50,000	Closed	-$2.24M	–	1525
2025 Q4	$2.24M	Sell	50,000 -7,000	-12%	-$312K	0.01%	551
2025 Q3	$2.55M	Buy	57,000 +50,000	+714%	+$2.19M	0.01%	510
2025 Q2	$297K	Buy	+7,000	New	+$292K	﹤0.01%	1055

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

Vontobel Holding's XLE Position: Q1 2026 in Review

Vontobel Holding increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 28% in Q1 2026, buying an estimated $2.95M and bringing the position to 251,670 shares worth $15.4M. The position accounts for 0.05% of the portfolio, ranked #226.

Vontobel Holding first reported a position in XLE in Q4 2020 and has held it in 22 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Vontobel Holding held 251,670 shares of State Street Energy Select Sector SPDR ETF worth $15.4M as of Q1 2026.
Vontobel Holding bought 54,918 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $2.95M.
State Street Energy Select Sector SPDR ETF made up 0.05% of Vontobel Holding's portfolio in Q1 2026, its #226 holding.
Vontobel Holding first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.