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
Q3
$270K Buy
+4,395
New +$266K 0.2% 62
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: Q3 2026 in Review

Box Hill Private Wealth opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 4,395 shares worth $270K. The stake represents 0.2% of the portfolio and ranks #62 among its holdings. This is a return to the name: Box Hill Private Wealth previously reported a position in XLE as recently as Q1 2026.

Box Hill Private Wealth first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Box Hill Private Wealth held 4,395 shares of State Street Energy Select Sector SPDR ETF worth $270K as of Q3 2026.
  • State Street Energy Select Sector SPDR ETF was a new Box Hill Private Wealth position in Q3 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.2% of Box Hill Private Wealth's portfolio in Q3 2026, its #62 holding.
  • Box Hill Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.