Box Hill Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-3,493
Closed -$214K 73
2026
Q1
$214K Buy
+3,493
New +$187K 0.21% 62

Other funds holding XLE

Box Hill Private Wealth's XLE Position: Q2 2026 in Review

Box Hill Private Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,493 shares — an estimated $214K sold.

Box Hill Private Wealth first reported a position in XLE in Q1 2026 and held it in 1 quarter. The position peaked at $214K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Box Hill Private Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Box Hill Private Wealth sold 3,493 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $214K.
  • Box Hill Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Box Hill Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $214K in Q1 2026.
  • 2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.