Hamilton Point Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hamilton Point Investment Advisors’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	$127K	Hold	2,392	–	–	0.02%	153
2026 Q1	$147K	Sell	2,392 -316	-12%	-$17K	0.02%	145
2025 Q4	$121K	Buy	2,708 +1,816	+204%	+$80.9K	0.02%	147
2025 Q3	$39.8K	Hold	892	–	–	0.01%	143
2025 Q2	$37.8K	Hold	892	–	–	0.01%	143
2025 Q1	$41.7K	Hold	892	–	–	0.01%	136
2024 Q4	$38.2K	Sell	892 -720	-45%	-$32.7K	0.01%	138
2024 Q3	$70.8K	Buy	1,612 +720	+81%	+$32.2K	0.01%	137
2024 Q2	$40.7K	Hold	892	–	–	0.01%	131
2024 Q1	$42.1K	Hold	892	–	–	0.01%	134
2023 Q4	$37.4K	Hold	892	–	–	0.01%	138
2023 Q3	$40.3K	Hold	892	–	–	0.01%	129
2023 Q2	$36.2K	Hold	892	–	–	0.01%	134
2023 Q1	$36.9K	Buy	+892	New	+$38.1K	0.01%	131

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 22.96% 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

Hamilton Point Investment Advisors's XLE Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 2,392 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #153.

Hamilton Point Investment Advisors first reported a position in XLE in Q1 2023 and has held it in 14 quarters since. The position peaked at $147K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Hamilton Point Investment Advisors held 2,392 shares of State Street Energy Select Sector SPDR ETF worth $127K as of Q2 2026.
Hamilton Point Investment Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #153 holding.
Hamilton Point Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Hamilton Point Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $147K in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.