Hamilton Capital Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hamilton Capital Partners’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	–	Sell	-8,064	Closed	-$361K	–	42
2025 Q4	$361K	Buy	+8,064	New	+$359K	0.12%	24

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 $303B AUM 53.02% 1-Year Est. Return

MMH

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

Hamilton Capital Partners's XLE Position: Q1 2026 in Review

Hamilton Capital Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 8,064 shares — an estimated $361K sold.

Hamilton Capital Partners first reported a position in XLE in Q4 2025 and held it in 1 quarter. The position peaked at $361K in Q4 2025. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Hamilton Capital Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Hamilton Capital Partners sold 8,064 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $361K.
Hamilton Capital Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
Hamilton Capital Partners's State Street Energy Select Sector SPDR ETF position peaked at $361K in Q4 2025.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Hamilton Capital Partners's 13F filing for Q1 2026, filed 17 Apr 2026.