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Anderson Hoagland & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Anderson Hoagland & Co’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 		$1.04M Sell
19,581
-1,851
-9% -$106K 0.08% 111
2026
Q1 		$1.31M Sell
21,432
-1
-0% -$54 0.11% 107
2025
Q4 		$958K Sell
21,433
-91
-0.4% -$4.05K 0.08% 117
2025
Q3 		$961K Sell
21,524
-77,774
-78% -$3.41M 0.09% 116
2025
Q2 		$4.21M Buy
99,298
+18,284
+23% +$761K 0.4% 66
2025
Q1 		$3.1M Sell
81,014
-6,308
-7% -$284K 0.37% 69
2024
Q4 		$4.1M Buy
87,322
+360
+0.4% +$16.4K 0.42% 60
2024
Q3 		$4.05M Sell
86,962
-1,270
-1% -$56.8K 0.41% 56
2024
Q2 		$3.92M Buy
88,232
+3,724
+4% +$173K 0.41% 60
2024
Q1 		$4.13M Buy
84,508
+76,570
+965% +$3.29M 0.46% 57
2023
Q4 		$320K Buy
+7,938
New +$339K 0.04% 111

Other funds holding XLE

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Anderson Hoagland & Co's XLE Position: Q2 2026 in Review

Anderson Hoagland & Co reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.6% in Q2 2026, selling an estimated $106K and leaving 19,581 shares worth $1.04M. The position accounts for 0.08% of the portfolio, ranked #111.

Anderson Hoagland & Co first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.21M in Q2 2025. 390 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Anderson Hoagland & Co held 19,581 shares of State Street Energy Select Sector SPDR ETF worth $1.04M as of Q2 2026.
  • Anderson Hoagland & Co sold 1,851 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $106K.
  • State Street Energy Select Sector SPDR ETF made up 0.08% of Anderson Hoagland & Co's portfolio in Q2 2026, its #111 holding.
  • Anderson Hoagland & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Anderson Hoagland & Co's State Street Energy Select Sector SPDR ETF position peaked at $4.21M in Q2 2025.
  • 390 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.