Harbour Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Harbour Investments’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	$10.1M	Buy	165,206 +63,136	+62%	+$3.39M	0.16%	124
2025 Q4	$4.56M	Sell	102,070 -14,110	-12%	-$628K	0.09%	211
2025 Q3	$5.19M	Buy	116,180 +8,320	+8%	+$364K	0.12%	159
2025 Q2	$4.57M	Buy	107,860 +3,268	+3%	+$136K	0.12%	161
2025 Q1	$4.89M	Sell	104,592 -8,578	-8%	-$387K	0.14%	133
2024 Q4	$4.85M	Buy	113,170 +11,564	+11%	+$526K	0.14%	127
2024 Q3	$4.46M	Sell	101,606 -15,082	-13%	-$674K	0.13%	128
2024 Q2	$5.32M	Sell	116,688 -2,198	-2%	-$102K	0.18%	101
2024 Q1	$5.61M	Buy	118,886 +26,630	+29%	+$1.14M	0.2%	97
2023 Q4	$3.87M	Sell	92,256 -21,292	-19%	-$910K	0.16%	117
2023 Q3	$5.13M	Buy	113,548 +20,526	+22%	+$898K	0.26%	71
2023 Q2	$3.78M	Sell	93,022 -44,134	-32%	-$1.8M	0.19%	100
2023 Q1	$5.68M	Sell	137,156 -8,426	-6%	-$360K	0.31%	53
2022 Q4	$6.37M	Sell	145,582 -40,086	-22%	-$1.74M	0.39%	43
2022 Q3	$6.64M	Hold	185,668	–	–	0.45%	37
2022 Q2	$6.64M	Buy	+185,668	New	+$7.45M	0.45%	37
2021 Q4	$3.61M	Sell	130,010 -172,392	-57%	-$4.87M	0.21%	93
2021 Q3	$7.88M	Sell	302,402 -86,580	-22%	-$2.14M	0.25%	75
2021 Q2	$10.5M	Buy	388,982 +62,592	+19%	+$1.63M	0.33%	62
2021 Q1	$8.01M	Buy	+326,390	New	+$7.53M	0.29%	67

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

Harbour Investments's XLE Position: Q1 2026 in Review

Harbour Investments increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 62% in Q1 2026, buying an estimated $3.39M and bringing the position to 165,206 shares worth $10.1M. The position accounts for 0.16% of the portfolio, ranked #124.

Harbour Investments first reported a position in XLE in Q1 2021 and has held it in 20 quarters since. The position peaked at $10.5M in Q2 2021. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Harbour Investments held 165,206 shares of State Street Energy Select Sector SPDR ETF worth $10.1M as of Q1 2026.
Harbour Investments bought 63,136 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $3.39M.
State Street Energy Select Sector SPDR ETF made up 0.16% of Harbour Investments's portfolio in Q1 2026, its #124 holding.
Harbour Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 20 quarters since.
Harbour Investments's State Street Energy Select Sector SPDR ETF position peaked at $10.5M in Q2 2021.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.