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

Hamilton Capital’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
2024 Q1	–	Sell	-43,600	Closed	-$57.1K	–	157
2023 Q4	$57.1K	Hold	43,600	–	–	﹤0.01%	135
2023 Q3	$58.1K	Hold	43,600	–	–	﹤0.01%	121
2023 Q2	$121K	Buy	43,600 +9,000	+26%	+$367K	0.01%	118
2023 Q1	$10.9K	Hold	34,600	–	–	﹤0.01%	125
2022 Q4	$32.9K	Hold	34,600	–	–	﹤0.01%	144
2022 Q3	$126K	Buy	+34,600	New	+$1.31M	0.01%	97

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

Hamilton Capital's XLE Position: Q1 2026 in Review

Hamilton Capital reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 41% in Q1 2026, selling an estimated $161M and leaving 4,306,753 shares worth $264M. The position accounts for 13.67% of the portfolio, ranked #2.

Hamilton Capital first reported a position in XLE in Q1 2020 and has held it in 24 quarters since. The position peaked at $327M in Q4 2025. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Hamilton Capital held 4,306,753 shares of State Street Energy Select Sector SPDR ETF worth $264M as of Q1 2026.
Hamilton Capital sold 2,998,719 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $161M.
State Street Energy Select Sector SPDR ETF made up 13.67% of Hamilton Capital's portfolio in Q1 2026, its #2 holding.
Hamilton Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 24 quarters since.
Hamilton Capital's State Street Energy Select Sector SPDR ETF position peaked at $327M 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's 13F filing for Q1 2026, filed 15 May 2026.