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HFS
Hantz Financial Services’s
State Street Energy Select Sector SPDR ETF
XLE
Stock Holding History
Hantz Financial Services’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
$93K
Buy
1,523
+541
+55%
+$29K
﹤0.01%
1315
2025
Q4
$44K
Buy
982
+86
+10%
+$3.83K
﹤0.01%
1493
2025
Q3
$40K
Sell
896
-2,508
-74%
-$110K
﹤0.01%
1315
2025
Q2
$144K
Buy
3,404
+2,916
+598%
+$121K
﹤0.01%
680
2025
Q1
$23K
Sell
488
-218
-31%
-$9.83K
﹤0.01%
817
2024
Q4
$30K
Buy
706
+188
+36%
+$8.54K
﹤0.01%
713
2024
Q3
$23K
Buy
518
+12
+2%
+$536
﹤0.01%
720
2024
Q2
$23K
Buy
506
+6
+1%
+$279
﹤0.01%
725
2024
Q1
$24K
Hold
500
–
–
﹤0.01%
727
2023
Q4
$21K
Hold
500
–
–
﹤0.01%
729
2023
Q3
$23K
Hold
500
–
–
﹤0.01%
709
2023
Q2
$20K
Buy
500
+38
+8%
+$1.55K
﹤0.01%
708
2023
Q1
$19K
Sell
462
-586
-56%
-$25.1K
﹤0.01%
711
2022
Q4
$46K
Buy
1,048
+598
+133%
+$26K
﹤0.01%
619
2022
Q3
$16K
Hold
450
–
–
﹤0.01%
686
2022
Q2
$16K
Hold
450
–
–
﹤0.01%
687
2022
Q1
$17K
Buy
+450
New
+$15.6K
﹤0.01%
710
Other funds holding XLE
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B 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
$1.47T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
$157B AUM
32.99%
1-Year Est. Return
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$21.1B AUM
40.03%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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