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 Q2	$6.98M	Sell	131,395 -33,811	-20%	-$1.93M	0.09%	201
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 $1.55T 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

Harbour Investments's XLE Position: Q2 2026 in Review

Harbour Investments reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 20% in Q2 2026, selling an estimated $1.93M and leaving 131,395 shares worth $6.98M. The position accounts for 0.09% of the portfolio, ranked #201.

Harbour Investments first reported a position in XLE in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.5M in Q2 2021. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Harbour Investments held 131,395 shares of State Street Energy Select Sector SPDR ETF worth $6.98M as of Q2 2026.
Harbour Investments sold 33,811 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.93M.
State Street Energy Select Sector SPDR ETF made up 0.09% of Harbour Investments's portfolio in Q2 2026, its #201 holding.
Harbour Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's State Street Energy Select Sector SPDR ETF position peaked at $10.5M in Q2 2021.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.