Wilmington Savings Fund Society’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wilmington Savings Fund Society’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	$11.4M	Sell	214,970 -6,400	-3%	-$366K	0.25%	79
2026 Q1	$13.6M	Sell	221,370 -11,090	-5%	-$595K	0.32%	74
2025 Q4	$10.4M	Sell	232,460 -492	-0.2%	-$21.9K	0.24%	85
2025 Q3	$10.4M	Sell	232,952 -39,224	-14%	-$1.72M	0.25%	84
2025 Q2	$11.5M	Sell	272,176 -9,082	-3%	-$378K	0.21%	90
2025 Q1	$13.1M	Buy	281,258 +4,146	+1%	+$187K	0.25%	82
2024 Q4	$11.9M	Buy	277,112 +20,806	+8%	+$946K	0.21%	91
2024 Q3	$11.3M	Buy	+256,306	New	+$11.5M	0.2%	96
2020 Q1	–	Sell	-12,572	Closed	-$377K	–	377
2019 Q4	$377K	Buy	12,572 +1,790	+17%	+$53.1K	0.02%	275
2019 Q3	$319K	Sell	10,782 -2,346	-18%	-$71K	0.02%	283
2019 Q2	$418K	Sell	13,128 -2,852	-18%	-$91.3K	0.02%	273
2019 Q1	$529K	Sell	15,980 -6,530	-29%	-$210K	0.03%	246
2018 Q4	$645K	Sell	22,510 -1,700	-7%	-$56.9K	0.04%	217
2018 Q3	$917K	Sell	24,210 -540	-2%	-$20.2K	0.05%	201
2018 Q2	$939K	Sell	24,750 -2,526	-9%	-$93.9K	0.05%	197
2018 Q1	$919K	Sell	27,276 -3,220	-11%	-$114K	0.05%	205
2017 Q4	$1.1M	Sell	30,496 -19,502	-39%	-$671K	0.06%	197
2017 Q3	$1.71M	Sell	49,998 -9,704	-16%	-$316K	0.1%	175
2017 Q2	$1.94M	Sell	59,702 -396	-0.7%	-$13.3K	0.12%	167
2017 Q1	$2.1M	Sell	60,098 -5,036	-8%	-$182K	0.13%	160
2016 Q4	$2.45M	Sell	65,134 -6,530	-9%	-$236K	0.15%	154
2016 Q3	$2.53M	Sell	71,664 -21,420	-23%	-$734K	0.16%	154
2016 Q2	$3.18M	Sell	93,084 -7,396	-7%	-$244K	0.2%	137
2016 Q1	$3.11M	Buy	100,480 +24	+0%	+$696	0.2%	134
2015 Q4	$3.03M	Buy	100,456 +1,608	+2%	+$52.9K	0.19%	139
2015 Q3	$3.02M	Sell	98,848 -18,524	-16%	-$624K	0.19%	140
2015 Q2	$4.41M	Buy	117,372 +1,106	+1%	+$43.9K	0.26%	113
2015 Q1	$4.51M	Sell	116,266 -840	-0.7%	-$32.5K	0.26%	113
2014 Q4	$4.63M	Buy	117,106 +12,610	+12%	+$524K	0.26%	104
2014 Q3	$4.74M	Buy	104,496 +1,380	+1%	+$66.8K	0.27%	102
2014 Q2	$5.16M	Sell	103,116 -3,320	-3%	-$157K	0.28%	95
2014 Q1	$4.74M	Sell	106,436 -7,420	-7%	-$320K	0.27%	104
2013 Q4	$5.04M	Sell	113,856 -864	-0.8%	-$37.2K	0.28%	94
2013 Q3	$4.76M	Sell	114,720 -3,638	-3%	-$150K	0.29%	94
2013 Q2	$4.63M	Buy	+118,358	New	+$4.69M	0.3%	92

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

Wilmington Savings Fund Society's XLE Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.9% in Q2 2026, selling an estimated $366K and leaving 214,970 shares worth $11.4M. The position accounts for 0.25% of the portfolio, ranked #79.

Wilmington Savings Fund Society first reported a position in XLE in Q2 2013 and has held it in 35 quarters since. The position peaked at $13.6M in Q1 2026. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wilmington Savings Fund Society held 214,970 shares of State Street Energy Select Sector SPDR ETF worth $11.4M as of Q2 2026.
Wilmington Savings Fund Society sold 6,400 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $366K.
State Street Energy Select Sector SPDR ETF made up 0.25% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #79 holding.
Wilmington Savings Fund Society first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 35 quarters since.
Wilmington Savings Fund Society's State Street Energy Select Sector SPDR ETF position peaked at $13.6M in Q1 2026.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.