ZIG
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Zullo Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Zullo Investment 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 		$4.16M Buy
67,864
+6,877
+11% +$369K 1.58% 10
2025
Q4 		$2.73M Sell
60,987
-1,103
-2% -$49.1K 1% 19
2025
Q3 		$2.77M Buy
62,090
+2,064
+3% +$90.4K 1.03% 19
2025
Q2 		$2.55M Sell
60,026
-1,430
-2% -$59.6K 1.03% 19
2025
Q1 		$2.87M Buy
61,456
+488
+0.8% +$22K 1.23% 14
2024
Q4 		$2.61M Sell
60,968
-292
-0.5% -$13.3K 1.05% 17
2024
Q3 		$2.69M Sell
61,260
-506
-0.8% -$22.6K 1.12% 18
2024
Q2 		$2.82M Buy
61,766
+1,766
+3% +$82.3K 1.24% 12
2024
Q1 		$2.83M Buy
60,000
+2,366
+4% +$102K 1.33% 12
2023
Q4 		$2.42M Buy
57,634
+1,226
+2% +$52.4K 1.24% 16
2023
Q3 		$2.55M Buy
56,408
+3,580
+7% +$157K 1.49% 12
2023
Q2 		$2.14M Buy
52,828
+812
+2% +$33.1K 1.22% 19
2023
Q1 		$2.15M Sell
52,016
-2,528
-5% -$108K 1.34% 16
2022
Q4 		$2.39M Buy
54,544
+2,018
+4% +$87.8K 1.46% 10
2022
Q3 		$1.89M Buy
52,526
+6,086
+13% +$230K 1.22% 14
2022
Q2 		$1.66M Buy
46,440
+2,768
+6% +$111K 1.04% 20
2022
Q1 		$1.67M Buy
43,672
+7,860
+22% +$272K 0.87% 21
2021
Q4 		$994K Buy
+35,812
New +$1.01M 0.51% 46

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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

Zullo Investment Group's XLE Position: Q1 2026 in Review

Zullo Investment Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q1 2026, buying an estimated $369K and bringing the position to 67,864 shares worth $4.16M. The position accounts for 1.58% of the portfolio, ranked #10.

Zullo Investment Group first reported a position in XLE in Q4 2021 and has held it in 18 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Zullo Investment Group held 67,864 shares of State Street Energy Select Sector SPDR ETF worth $4.16M as of Q1 2026.
  • Zullo Investment Group bought 6,877 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $369K.
  • State Street Energy Select Sector SPDR ETF made up 1.58% of Zullo Investment Group's portfolio in Q1 2026, its #10 holding.
  • Zullo Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.