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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wellington Management Group's XLE Position: Q2 2026 in Review

Wellington Management Group opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 4,814 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1880 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in XLE as recently as Q3 2025.

Wellington Management Group first reported a position in XLE in Q4 2014 and has held it in 27 quarters since. The position peaked at $131M in Q4 2018. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wellington Management Group held 4,814 shares of State Street Energy Select Sector SPDR ETF worth $256K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Wellington Management Group position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1880 holding.
Wellington Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 27 quarters since.
Wellington Management Group's State Street Energy Select Sector SPDR ETF position peaked at $131M in Q4 2018.
2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.