First Heartland Consultants’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

First Heartland Consultants's XLE Position: Q2 2026 in Review

First Heartland Consultants increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q2 2026, buying an estimated $39.2K and bringing the position to 5,439 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #484.

First Heartland Consultants first reported a position in XLE in Q2 2013 and has held it in 25 quarters since. The position peaked at $888K in Q1 2022. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

• First Heartland Consultants held 5,439 shares of State Street Energy Select Sector SPDR ETF worth $289K as of Q2 2026.
• First Heartland Consultants bought 685 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $39.2K.
• State Street Energy Select Sector SPDR ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #484 holding.
• First Heartland Consultants first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 25 quarters since.
• First Heartland Consultants's State Street Energy Select Sector SPDR ETF position peaked at $888K in Q1 2022.
• 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.