Birch Hill Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Birch Hill Investment Advisors’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	$2.16M	Sell	40,735 -2,885	-7%	-$165K	0.09%	82
2026 Q1	$2.67M	Sell	43,620 -600	-1%	-$32.2K	0.12%	73
2025 Q4	$1.98M	Hold	44,220	–	–	0.08%	86
2025 Q3	$1.98M	Hold	44,220	–	–	0.08%	85
2025 Q2	$1.88M	Sell	44,220 -7,270	-14%	-$303K	0.08%	83
2025 Q1	$2.41M	Sell	51,490 -100	-0.2%	-$4.51K	0.11%	79
2024 Q4	$2.21M	Buy	51,590 +1,670	+3%	+$75.9K	0.1%	85
2024 Q3	$2.19M	Sell	49,920 -80	-0.2%	-$3.58K	0.1%	82
2024 Q2	$2.28M	Sell	50,000 -5,260	-10%	-$245K	0.11%	79
2024 Q1	$2.61M	Buy	55,260 +1,600	+3%	+$68.7K	0.13%	81
2023 Q4	$2.25M	Buy	53,660 +860	+2%	+$36.8K	0.12%	77
2023 Q3	$2.39M	Sell	52,800 -1,140	-2%	-$49.9K	0.14%	72
2023 Q2	$2.19M	Hold	53,940	–	–	0.13%	74
2023 Q1	$2.23M	Buy	53,940 +300	+0.6%	+$12.8K	0.14%	73
2022 Q4	$2.35M	Buy	53,640 +380	+0.7%	+$16.5K	0.15%	70
2022 Q3	$1.92M	Sell	53,260 -490	-0.9%	-$18.5K	0.13%	72
2022 Q2	$1.92M	Buy	53,750 +4,440	+9%	+$178K	0.12%	74
2022 Q1	$1.89M	Buy	49,310 +6,240	+14%	+$216K	0.1%	79
2021 Q4	$1.2M	Buy	43,070 +200	+0.5%	+$5.65K	0.06%	92
2021 Q3	$1.12M	Buy	42,870 +2,950	+7%	+$73.1K	0.06%	94
2021 Q2	$1.07M	Buy	39,920 +2,920	+8%	+$75.9K	0.06%	94
2021 Q1	$908K	Buy	37,000 +25,580	+224%	+$590K	0.05%	95
2020 Q4	$216K	Buy	+11,420	New	+$197K	0.01%	144

Other funds holding XLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Birch Hill Investment Advisors's XLE Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.6% in Q2 2026, selling an estimated $165K and leaving 40,735 shares worth $2.16M. The position accounts for 0.09% of the portfolio, ranked #82.

Birch Hill Investment Advisors first reported a position in XLE in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.67M in Q1 2026. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Birch Hill Investment Advisors held 40,735 shares of State Street Energy Select Sector SPDR ETF worth $2.16M as of Q2 2026.
Birch Hill Investment Advisors sold 2,885 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $165K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #82 holding.
Birch Hill Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Birch Hill Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.67M in Q1 2026.
1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.