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Hansen & Associates Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hansen & Associates Financial Group’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 		$3.89M Buy
73,290
+4,121
+6% +$236K 2.23% 5
2026
Q1 		$4.1M Buy
69,169
+43,112
+165% +$2.31M 2.21% 5
2025
Q4 		$1.4M Buy
26,057
+4,405
+20% +$196K 0.76% 31
2025
Q3 		$991K Buy
+21,652
New +$948K 0.42% 37

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hansen & Associates Financial Group's XLE Position: Q2 2026 in Review

Hansen & Associates Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6% in Q2 2026, buying an estimated $236K and bringing the position to 73,290 shares worth $3.89M. The position accounts for 2.23% of the portfolio, ranked #5.

Hansen & Associates Financial Group first reported a position in XLE in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.1M in Q1 2026. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Hansen & Associates Financial Group held 73,290 shares of State Street Energy Select Sector SPDR ETF worth $3.89M as of Q2 2026.
  • Hansen & Associates Financial Group bought 4,121 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $236K.
  • State Street Energy Select Sector SPDR ETF made up 2.23% of Hansen & Associates Financial Group's portfolio in Q2 2026, its #5 holding.
  • Hansen & Associates Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • Hansen & Associates Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $4.1M in Q1 2026.
  • 1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Hansen & Associates Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.