Zacks Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Zacks Investment Management’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	$462K	Buy	7,545 +20	+0.3%	+$1.07K	﹤0.01%	506
2025 Q4	$336K	Sell	7,525 -423	-5%	-$18.8K	﹤0.01%	563
2025 Q3	$355K	Sell	7,948 -1,434	-15%	-$62.8K	﹤0.01%	548
2025 Q2	$398K	Buy	9,382 +3,510	+60%	+$146K	﹤0.01%	515
2025 Q1	$274K	Sell	5,872 -1,556	-21%	-$70.2K	﹤0.01%	568
2024 Q4	$318K	Sell	7,428 -2,732	-27%	-$124K	﹤0.01%	540
2024 Q3	$446K	Buy	10,160 +818	+9%	+$36.6K	﹤0.01%	505
2024 Q2	$426K	Buy	9,342 +856	+10%	+$39.9K	﹤0.01%	469
2024 Q1	$401K	Buy	8,486 +342	+4%	+$14.7K	﹤0.01%	501
2023 Q4	$341K	Sell	8,144 -3,404	-29%	-$146K	﹤0.01%	512
2023 Q3	$522K	Buy	11,548 +2,426	+27%	+$106K	0.01%	453
2023 Q2	$370K	Buy	9,122 +3,706	+68%	+$151K	﹤0.01%	500
2023 Q1	$224K	Buy	+5,416	New	+$232K	﹤0.01%	565
2021 Q4	–	Sell	-25,772	Closed	-$671K	–	687
2021 Q3	$671K	Buy	25,772 +11,740	+84%	+$291K	0.01%	419
2021 Q2	$378K	Buy	+14,032	New	+$365K	0.01%	487
2018 Q3	–	Sell	-11,870	Closed	-$451K	–	619
2018 Q2	$451K	Buy	11,870 +1,402	+13%	+$52.1K	0.01%	471
2018 Q1	$353K	Buy	+10,468	New	+$370K	0.01%	470
2016 Q1	–	Sell	-8,950	Closed	-$270K	–	695
2015 Q4	$270K	Buy	+8,950	New	+$295K	0.01%	480
2015 Q1	–	Sell	-6,322	Closed	-$250K	–	723
2014 Q4	$250K	Buy	+6,322	New	+$263K	0.01%	547

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

Zacks Investment Management's XLE Position: Q1 2026 in Review

Zacks Investment Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.27% in Q1 2026, buying an estimated $1.07K and bringing the position to 7,545 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Zacks Investment Management first reported a position in XLE in Q4 2014 and has held it in 19 quarters since. The position peaked at $671K in Q3 2021. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Zacks Investment Management held 7,545 shares of State Street Energy Select Sector SPDR ETF worth $462K as of Q1 2026.
Zacks Investment Management bought 20 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.07K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #506 holding.
Zacks Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 19 quarters since.
Zacks Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $671K in Q3 2021.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.