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H&H Retirement Design & Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

H&H Retirement Design & Management’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 		$6.59M Buy
112,418
+3,303
+3% +$189K 3% 11
2026
Q1 		$6.42M Sell
109,115
-8,334
-7% -$447K 3.02% 10
2025
Q4 		$5.88M Buy
117,449
+8,727
+8% +$389K 2.99% 11
2025
Q3 		$4.91M Buy
108,722
+1,504
+1% +$65.8K 2.61% 13
2025
Q2 		$4.56M Buy
107,218
+10,900
+11% +$454K 2.5% 14
2025
Q1 		$3.82M Buy
96,318
+576
+0.6% +$26K 2.54% 13
2024
Q4 		$4.35M Sell
95,742
-2,392
-2% -$109K 2.64% 13
2024
Q3 		$4.41M Buy
98,134
+10,438
+12% +$467K 2.6% 13
2024
Q2 		$4.02M Buy
87,696
+1,734
+2% +$80.8K 2.49% 13
2024
Q1 		$4.11M Sell
85,962
-12,704
-13% -$546K 2.71% 12
2023
Q4 		$4.17M Sell
98,666
-252
-0.3% -$10.8K 2.63% 13
2023
Q3 		$4.43M Sell
98,918
-1,562
-2% -$68.3K 3.06% 10
2023
Q2 		$4.2M Sell
100,480
-1,114
-1% -$45.4K 2.79% 13
2023
Q1 		$4.42M Buy
+101,594
New +$4.34M 2.82% 11

Other funds holding XLE

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

H&H Retirement Design & Management's XLE Position: Q2 2026 in Review

H&H Retirement Design & Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3% in Q2 2026, buying an estimated $189K and bringing the position to 112,418 shares worth $6.59M. The position accounts for 3% of the portfolio, ranked #11.

H&H Retirement Design & Management first reported a position in XLE in Q1 2023 and has held it in 14 quarters since. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • H&H Retirement Design & Management held 112,418 shares of State Street Energy Select Sector SPDR ETF worth $6.59M as of Q2 2026.
  • H&H Retirement Design & Management bought 3,303 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $189K.
  • State Street Energy Select Sector SPDR ETF made up 3% of H&H Retirement Design & Management's portfolio in Q2 2026, its #11 holding.
  • H&H Retirement Design & Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • 996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.