SEC 13F Intelligence

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)? Yes2.36M 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
Q2 ’20: $218,000Q2 ’20Q4 ’20: $218,000Q1 ’22: $1MQ2 ’22: $11MQ2 ’22Q3 ’22: $10MQ4 ’22: $14MQ1 ’23: $13MQ1 ’23Q2 ’23: $13MQ3 ’23: $12MQ4 ’23: $11MQ4 ’23Q1 ’24: $12MQ2 ’24: $12MQ3 ’24: $14MQ3 ’24Q4 ’24: $30MQ1 ’25: $78MQ2 ’25: $72MQ2 ’25Q3 ’25: $88MQ4 ’25: $95MQ1 ’26: $145MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.36M$145M+1.79%
Q4 20252.13M$95M+1.06%
Q3 2025984.2K$88M+0.98%
Q2 2025845.1K$72M+0.78%
Q1 2025829.6K$78M+0.90%
Q4 2024352.4K$30M+0.35%
Q3 2024155.8K$14M+0.16%
Q2 2024129.6K$12M+0.14%
Q1 2024128.6K$12M+0.15%
Q4 2023128.6K$11M+0.14%
Q3 2023133.9K$12M+0.18%
Q2 2023154.9K$13M+0.19%
Q1 2023154.9K$13M+0.22%
Q4 2022154.9K$14M+0.22%
Q3 2022143.1K$10M+0.18%
Q2 2022152.4K$11M+0.18%
Q1 202215.6K$1M+0.02%
Q4 20205.8K$218,0000.00%
Q2 20205.8K$218,0000.00%

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.