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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Hamilton Capital's XLE Position: Q3 2026 in Review

Hamilton Capital reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 46% in Q3 2026, selling an estimated $123M and leaving 2,367,600 shares worth $146M. The position accounts for 8.18% of the portfolio, ranked #4.

Hamilton Capital first reported a position in XLE in Q1 2020 and has held it in 26 quarters since. The position peaked at $327M in Q4 2025. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Hamilton Capital held 2,367,600 shares of State Street Energy Select Sector SPDR ETF worth $146M as of Q3 2026.
Hamilton Capital sold 2,031,111 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $123M.
State Street Energy Select Sector SPDR ETF made up 8.18% of Hamilton Capital's portfolio in Q3 2026, its #4 holding.
Hamilton Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Hamilton Capital's State Street Energy Select Sector SPDR ETF position peaked at $327M in Q4 2025.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.