Stonebridge Financial Group, LLC/CA’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$291K	Buy	+5,497	New	+$314K	0.04%	227

Other funds holding XLE

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's XLE Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 5,497 shares worth $291K. The stake represents 0.04% of the portfolio and ranks #227 among its holdings.

1,757 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 5,497 shares of State Street Energy Select Sector SPDR ETF worth $291K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.04% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #227 holding.
1,757 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.