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XLE
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Position history for OSAIC HOLDINGS, INC.'s holdings in SELECT SECTOR SPDR TR

OSAIC HOLDINGS, INC. holds 3.6M shares of XLE (SELECT SECTOR SPDR TR), worth $221.9M as of 2026-Q1. The position was increased (+27.5% shares). XLE represents 0.3% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$221.9M

Current Shares

3.6M

Total Value Change

+$130.2M

Total Shares Change

+2.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.6M
+27.5%
$221.9M0.3%$56.52
46
2025-Q4
Increased
2.8M
+92.3%
$127M0.2%$44.96
57
2025-Q3
Increased
1.5M
+60.5%
$132.8M0.2%$44.77
52
2025-Q2
Decreased
920,689
-3.0%
$78.3M0.1%$41.93
0
2025-Q1
Increased
949,670
+10.5%
$88.8M0.2%$45.07
39
2024-Q4
Increased
859,196
+3.7%
$73.6M0.2%$40.91
37
2024-Q3
Decreased
828,427
-17.6%
$72.8M0.2%$41.83
0
2024-Q2
Decreased
1M
-17.7%
$91.7M0.2%$43.38
0

Other major holders of XLE: BANK OF AMERICA CORP /DE/

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