Westwood Holdings Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Westwood Holdings 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
2026 Q2	–	Sell	-430,094	Closed	-$26.3M	–	669
2026 Q1	$26.3M	Buy	430,094 +184,731	+75%	+$9.91M	0.19%	175
2025 Q4	$11M	Sell	245,363 -327	-0.1%	-$14.6K	0.09%	232
2025 Q3	$11M	Buy	+245,690	New	+$10.8M	0.08%	233
2024 Q2	–	Sell	-4,766	Closed	-$225K	–	487
2024 Q1	$225K	Buy	+4,766	New	+$205K	﹤0.01%	448
2023 Q4	–	Sell	-4,766	Closed	-$215K	–	485
2023 Q3	$215K	Buy	+4,766	New	+$209K	﹤0.01%	439
2023 Q2	–	Sell	-6,158	Closed	-$255K	–	530
2023 Q1	$255K	Buy	+6,158	New	+$263K	﹤0.01%	460
2021 Q4	–	Sell	-45,636	Closed	-$1.19M	–	469
2021 Q3	$1.19M	Buy	45,636 +37,720	+477%	+$934K	0.01%	335
2021 Q2	$213K	Buy	+7,916	New	+$206K	﹤0.01%	430

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 22.9% 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

Westwood Holdings Group's XLE Position: Q2 2026 in Review

Westwood Holdings Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 430,094 shares — an estimated $26.3M sold.

Westwood Holdings Group first reported a position in XLE in Q2 2021 and held it in 8 quarters. The position peaked at $26.3M in Q1 2026. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Westwood Holdings Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Westwood Holdings Group sold 430,094 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $26.3M.
Westwood Holdings Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 8 quarters.
Westwood Holdings Group's State Street Energy Select Sector SPDR ETF position peaked at $26.3M in Q1 2026.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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