Hardin Capital Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hardin Capital Partners’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	$2.71M	Sell	50,872 -1,332	-3%	-$76.2K	1.26%	9
2026 Q1	$3.2M	Sell	52,204 -195	-0.4%	-$10.5K	1.48%	6
2025 Q4	$2.34M	Buy	52,399 +975	+2%	+$43.4K	1.11%	9
2025 Q3	$2.3M	Buy	51,424 +242	+0.5%	+$10.6K	1.23%	10
2025 Q2	$2.19M	Buy	51,182 +268	+0.5%	+$11.2K	1.28%	10
2025 Q1	$2.38M	Buy	50,914 +136	+0.3%	+$6.13K	1.46%	7
2024 Q4	$2.17M	Buy	50,778 +92	+0.2%	+$4.18K	1.31%	8
2024 Q3	$2.31M	Sell	50,686 -3,722	-7%	-$166K	1.31%	6
2024 Q2	$2.48M	Buy	+54,408	New	+$2.53M	1.62%	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 22.9% 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

Hardin Capital Partners's XLE Position: Q2 2026 in Review

Hardin Capital Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.6% in Q2 2026, selling an estimated $76.2K and leaving 50,872 shares worth $2.71M. The position accounts for 1.26% of the portfolio, ranked #9.

Hardin Capital Partners first reported a position in XLE in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.2M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Hardin Capital Partners held 50,872 shares of State Street Energy Select Sector SPDR ETF worth $2.71M as of Q2 2026.
Hardin Capital Partners sold 1,332 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $76.2K.
State Street Energy Select Sector SPDR ETF made up 1.26% of Hardin Capital Partners's portfolio in Q2 2026, its #9 holding.
Hardin Capital Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Hardin Capital Partners's State Street Energy Select Sector SPDR ETF position peaked at $3.2M in Q1 2026.
2,046 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Hardin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.