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
2016 Q3	–	Sell	-12,958	Closed	-$609K	–	2250
2016 Q2	$609K	Buy	12,958 +6,752	+109%	+$223K	﹤0.01%	1883
2016 Q1	$436K	Buy	+6,206	New	+$180K	﹤0.01%	1976
2015 Q2	–	Sell	-13,060	Closed	-$248K	–	2234
2015 Q1	$248K	Buy	+13,060	New	+$506K	﹤0.01%	2106

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.