YANKCOM Partnership’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

YANKCOM Partnership’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	$253K	Hold	4,764	–	–	0.09%	137
2026 Q1	$292K	Hold	4,764	–	–	0.12%	121
2025 Q4	$213K	Hold	4,764	–	–	0.09%	137
2025 Q3	$213K	Hold	4,764	–	–	0.1%	132
2025 Q2	$202K	Hold	4,764	–	–	0.1%	134
2025 Q1	$223K	Hold	4,764	–	–	0.12%	125
2024 Q4	$204K	Buy	+4,764	New	+$217K	0.11%	130

Other funds holding XLE

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

SCB

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

FMI

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

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

YANKCOM Partnership's XLE Position: Q2 2026 in Review

YANKCOM Partnership held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 4,764 shares worth $253K. The position accounts for 0.09% of the portfolio, ranked #137.

YANKCOM Partnership first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $292K in Q1 2026. 1,304 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

YANKCOM Partnership held 4,764 shares of State Street Energy Select Sector SPDR ETF worth $253K as of Q2 2026.
YANKCOM Partnership left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.09% of YANKCOM Partnership's portfolio in Q2 2026, its #137 holding.
YANKCOM Partnership first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
YANKCOM Partnership's State Street Energy Select Sector SPDR ETF position peaked at $292K in Q1 2026.
1,304 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.