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 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 $1.37T 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

Westwood Holdings Group's XLE Position: Q1 2026 in Review

Westwood Holdings Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 75% in Q1 2026, buying an estimated $9.91M and bringing the position to 430,094 shares worth $26.3M. The position accounts for 0.19% of the portfolio, ranked #175.

Westwood Holdings Group first reported a position in XLE in Q2 2021 and has held it in 8 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Westwood Holdings Group held 430,094 shares of State Street Energy Select Sector SPDR ETF worth $26.3M as of Q1 2026.
Westwood Holdings Group bought 184,731 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $9.91M.
State Street Energy Select Sector SPDR ETF made up 0.19% of Westwood Holdings Group's portfolio in Q1 2026, its #175 holding.
Westwood Holdings Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 8 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.