Allen Investment Management, LLC / XLE
Allen Investment Management, LLC’s Select Sector Spdr Tr Position
Does Allen Investment Management, LLC own Select Sector Spdr Tr (XLE)? Yes — 2.36M shares worth $145M (+1.79% of its 13F portfolio) as of Q1 2026, up from 2.13M shares the prior filed quarter.
Position Value
$145M
Q1 2026
Shares
2.36M
% of Portfolio
+1.79%
Quarters Held
19
currently held
Position History XLE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 2.36M | $145M | +1.79% |
| Q4 2025 | 2.13M | $95M | +1.06% |
| Q3 2025 | 984.2K | $88M | +0.98% |
| Q2 2025 | 845.1K | $72M | +0.78% |
| Q1 2025 | 829.6K | $78M | +0.90% |
| Q4 2024 | 352.4K | $30M | +0.35% |
| Q3 2024 | 155.8K | $14M | +0.16% |
| Q2 2024 | 129.6K | $12M | +0.14% |
| Q1 2024 | 128.6K | $12M | +0.15% |
| Q4 2023 | 128.6K | $11M | +0.14% |
| Q3 2023 | 133.9K | $12M | +0.18% |
| Q2 2023 | 154.9K | $13M | +0.19% |
| Q1 2023 | 154.9K | $13M | +0.22% |
| Q4 2022 | 154.9K | $14M | +0.22% |
| Q3 2022 | 143.1K | $10M | +0.18% |
| Q2 2022 | 152.4K | $11M | +0.18% |
| Q1 2022 | 15.6K | $1M | +0.02% |
| Q4 2020 | 5.8K | $218,000 | 0.00% |
| Q2 2020 | 5.8K | $218,000 | 0.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Allen Investment Management, LLC’s full portfolio or all institutional holders of XLE.