Hager Investment Management Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hager Investment Management Services’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	$38.6K	Sell	727 -235	-24%	-$13.4K	0.02%	161
2026 Q1	$58.9K	Buy	962 +260	+37%	+$13.9K	0.03%	137
2025 Q4	$31.4K	Sell	702 -30	-4%	-$1.34K	0.02%	164
2025 Q3	$32.7K	Buy	732 +230	+46%	+$10.1K	0.02%	160
2025 Q2	$21.3K	Sell	502 -174	-26%	-$7.25K	0.01%	181
2025 Q1	$31.6K	Sell	676 -60	-8%	-$2.71K	0.02%	156
2024 Q4	$31.5K	Buy	+736	New	+$33.4K	0.02%	159

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Hager Investment Management Services's XLE Position: Q2 2026 in Review

Hager Investment Management Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 24% in Q2 2026, selling an estimated $13.4K and leaving 727 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #161.

Hager Investment Management Services first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.9K in Q1 2026. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Hager Investment Management Services held 727 shares of State Street Energy Select Sector SPDR ETF worth $38.6K as of Q2 2026.
Hager Investment Management Services sold 235 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $13.4K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Hager Investment Management Services's portfolio in Q2 2026, its #161 holding.
Hager Investment Management Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Hager Investment Management Services's State Street Energy Select Sector SPDR ETF position peaked at $58.9K in Q1 2026.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.