Hartford Financial Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hartford Financial Management’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	$30.3K	Buy	570 +37	+7%	+$2.12K	0.01%	227
2026 Q1	$32.7K	Buy	533 +187	+54%	+$10K	0.01%	217
2025 Q4	$15.5K	Hold	346	–	–	﹤0.01%	249
2025 Q3	$15.5K	Hold	346	–	–	﹤0.01%	252
2025 Q2	$14.7K	Hold	346	–	–	﹤0.01%	262
2025 Q1	$16.2K	Hold	346	–	–	﹤0.01%	267
2024 Q4	$14.8K	Hold	346	–	–	﹤0.01%	280
2024 Q3	$15.2K	Hold	346	–	–	﹤0.01%	280
2024 Q2	$15.8K	Hold	346	–	–	﹤0.01%	283
2024 Q1	$16.3K	Hold	346	–	–	﹤0.01%	286
2023 Q4	$14.5K	Hold	346	–	–	﹤0.01%	289
2023 Q3	$15.6K	Hold	346	–	–	﹤0.01%	279
2023 Q2	$14K	Hold	346	–	–	﹤0.01%	264
2023 Q1	$14.3K	Hold	346	–	–	﹤0.01%	258
2022 Q4	$15.1K	Hold	346	–	–	﹤0.01%	257
2022 Q3	$12K	Hold	346	–	–	﹤0.01%	272
2022 Q2	$12K	Hold	346	–	–	﹤0.01%	276
2022 Q1	$13K	Hold	346	–	–	﹤0.01%	281
2021 Q4	$10K	Hold	346	–	–	﹤0.01%	293
2021 Q3	$9K	Hold	346	–	–	﹤0.01%	299
2021 Q2	$9K	Sell	346 -774	-69%	-$20.1K	﹤0.01%	303
2021 Q1	$27K	Buy	+1,120	New	+$25.8K	0.01%	236
2019 Q1	–	Sell	-100	Closed	-$3K	–	393
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	371
2018 Q3	$4K	Sell	100 -60	-38%	-$2.25K	﹤0.01%	376
2018 Q2	$6K	Hold	160	–	–	﹤0.01%	355
2018 Q1	$5K	Buy	+160	New	+$5.66K	﹤0.01%	297
2017 Q1	–	Sell	-248	Closed	-$9K	–	362
2016 Q4	$9K	Hold	248	–	–	0.01%	249
2016 Q3	$8K	Buy	248 +2	+0.8%	+$69	﹤0.01%	253
2016 Q2	$8K	Hold	246	–	–	﹤0.01%	230
2016 Q1	$7K	Buy	+246	New	+$7.14K	﹤0.01%	233
2014 Q1	–	Sell	-138	Closed	-$6K	–	277
2013 Q4	$6K	Hold	138	–	–	﹤0.01%	219
2013 Q3	$5K	Hold	138	–	–	﹤0.01%	236
2013 Q2	$5K	Buy	+138	New	+$5.47K	﹤0.01%	236

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

Hartford Financial Management's XLE Position: Q2 2026 in Review

Hartford Financial Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.9% in Q2 2026, buying an estimated $2.12K and bringing the position to 570 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #227.

Hartford Financial Management first reported a position in XLE in Q2 2013 and has held it in 33 quarters since. The position peaked at $32.7K in Q1 2026. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Hartford Financial Management held 570 shares of State Street Energy Select Sector SPDR ETF worth $30.3K as of Q2 2026.
Hartford Financial Management bought 37 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.12K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Hartford Financial Management's portfolio in Q2 2026, its #227 holding.
Hartford Financial Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 33 quarters since.
Hartford Financial Management's State Street Energy Select Sector SPDR ETF position peaked at $32.7K in Q1 2026.
2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.