Harbour Wealth Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Harbour Wealth Management 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	$5.86M	Buy	110,291 +18,437	+20%	+$1.05M	3.96%	5
2026 Q1	$5.63M	Buy	91,854 +85	+0.1%	+$4.56K	4.24%	4
2025 Q4	$4.1M	Buy	+91,769	New	+$4.09M	3.21%	5

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 Wealth Management Group's XLE Position: Q2 2026 in Review

Harbour Wealth Management Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 20% in Q2 2026, buying an estimated $1.05M and bringing the position to 110,291 shares worth $5.86M. The position accounts for 3.96% of the portfolio, ranked #5.

Harbour Wealth Management Group first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. 2,032 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Harbour Wealth Management Group held 110,291 shares of State Street Energy Select Sector SPDR ETF worth $5.86M as of Q2 2026.
Harbour Wealth Management Group bought 18,437 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.05M.
State Street Energy Select Sector SPDR ETF made up 3.96% of Harbour Wealth Management Group's portfolio in Q2 2026, its #5 holding.
Harbour Wealth Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
2,032 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Harbour Wealth Management Group's 13F filing for Q2 2026, filed 7 Aug 2026.