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

Alhambra 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 Q2	–	Sell	-3,745	Closed	-$229K	–	189
2026 Q1	$229K	Buy	+3,745	New	+$201K	0.11%	162
2021 Q2	–	Sell	-23,736	Closed	-$582K	–	149
2021 Q1	$582K	Buy	23,736 +1,598	+7%	+$36.9K	0.47%	71
2020 Q4	$420K	Buy	22,138 +1,590	+8%	+$27.4K	0.45%	78
2020 Q3	$308K	Buy	+20,548	New	+$365K	0.37%	84

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Alhambra Investment Management's XLE Position: Q2 2026 in Review

Alhambra Investment Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,745 shares — an estimated $229K sold.

Alhambra Investment Management first reported a position in XLE in Q3 2020 and held it in 4 quarters. The position peaked at $582K in Q1 2021. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Alhambra Investment Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Alhambra Investment Management sold 3,745 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $229K.
Alhambra Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and held it in 4 quarters.
Alhambra Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $582K in Q1 2021.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.