Wellington Management Group
XLE icon

Wellington Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wellington Management Group’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
2017
Q3 		– Sell
-12,772
Closed -$390K – 2294
2017
Q2 		$390K Buy
+12,772
New +$429K ﹤0.01% 2071

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Wellington Management Group's XLE Position: Q4 2025 in Review

Wellington Management Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 4,976 shares — an estimated $222K sold.

Wellington Management Group first reported a position in XLE in Q4 2014 and held it in 26 quarters. The position peaked at $131M in Q4 2018. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

  • Wellington Management Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 4,976 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $222K.
  • Wellington Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and held it in 26 quarters.
  • Wellington Management Group's State Street Energy Select Sector SPDR ETF position peaked at $131M in Q4 2018.
  • 1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.