Hall Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hall Capital 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 Q1	$6.01M	Sell	100,697 -11,555	-10%	-$620K	2.15%	13
2025 Q4	$5.02M	Sell	112,252 -176	-0.2%	-$7.84K	1.94%	13
2025 Q3	$5.02M	Sell	112,428 -1,584	-1%	-$69.3K	1.98%	13
2025 Q2	$4.83M	Buy	114,012 +2,916	+3%	+$121K	2.04%	12
2025 Q1	$5.19M	Buy	111,096 +12,764	+13%	+$575K	2.4%	12
2024 Q4	$4.21M	Buy	+98,332	New	+$4.47M	1.96%	13
2024 Q2	$4.34M	Buy	95,208 +1,480	+2%	+$68.9K	2.07%	15
2024 Q1	$4.42M	Buy	93,728 +2,412	+3%	+$104K	2.18%	16
2023 Q4	$3.83M	Buy	91,316 +28,122	+45%	+$1.2M	2.25%	14
2023 Q3	$2.86M	Sell	63,194 -1,622	-3%	-$71K	1.83%	20
2023 Q2	$2.63M	Buy	64,816 +4,082	+7%	+$166K	1.49%	25
2023 Q1	$2.52M	Buy	60,734 +3,310	+6%	+$142K	1.49%	27
2022 Q4	$2.51M	Buy	57,424 +16,508	+40%	+$719K	1.51%	28
2022 Q3	$1.47M	Buy	40,916 +16,668	+69%	+$630K	0.98%	37
2022 Q2	$867K	Buy	+24,248	New	+$973K	0.57%	45

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Hall Capital Management's XLE Position: Q1 2026 in Review

Hall Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 10% in Q1 2026, selling an estimated $620K and leaving 100,697 shares worth $6.01M. The position accounts for 2.15% of the portfolio, ranked #13.

Hall Capital Management first reported a position in XLE in Q2 2022 and has held it in 15 quarters since. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Hall Capital Management held 100,697 shares of State Street Energy Select Sector SPDR ETF worth $6.01M as of Q1 2026.
Hall Capital Management sold 11,555 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $620K.
State Street Energy Select Sector SPDR ETF made up 2.15% of Hall Capital Management's portfolio in Q1 2026, its #13 holding.
Hall Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 15 quarters since.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Hall Capital Management's 13F filing for Q1 2026, filed 11 May 2026.