HB Wealth Management
XLE icon

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

HB Wealth 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
Q3 		$5.13M Buy
83,441
+13,345
+19% +$809K 0.03% 290
2026
Q2 		$3.72M Buy
70,096
+28,637
+69% +$1.64M 0.02% 335
2026
Q1 		$2.54M Buy
41,459
+3,766
+10% +$202K 0.02% 378
2025
Q4 		$1.69M Buy
37,693
+3,145
+9% +$140K 0.01% 446
2025
Q3 		$1.54M Buy
34,548
+19,956
+137% +$874K 0.01% 481
2025
Q2 		$619K Sell
14,592
-14,234
-49% -$593K ﹤0.01% 673
2025
Q1 		$1.35M Sell
28,826
-94,494
-77% -$4.26M 0.01% 475
2024
Q4 		$5.28M Buy
123,320
+98,118
+389% +$4.46M 0.05% 157
2024
Q3 		$1.11M Sell
25,202
-378
-1% -$16.9K 0.01% 372
2024
Q2 		$1.17M Buy
25,580
+5,196
+25% +$242K 0.01% 340
2024
Q1 		$962K Sell
20,384
-2,414
-11% -$104K 0.01% 359
2023
Q4 		$956K Buy
22,798
+994
+5% +$42.5K 0.01% 327
2023
Q3 		$985K Buy
21,804
+1,510
+7% +$66.1K 0.02% 297
2023
Q2 		$824K Buy
20,294
+700
+4% +$28.5K 0.01% 323
2023
Q1 		$811K Buy
19,594
+924
+5% +$39.5K 0.01% 320
2022
Q4 		$817K Buy
18,670
+12,406
+198% +$540K 0.01% 311
2022
Q3 		$226K Sell
6,264
-48,316
-89% -$1.83M ﹤0.01% 514
2022
Q2 		$1.95M Buy
54,580
+48,512
+799% +$1.95M 0.04% 176
2022
Q1 		$232K Buy
+6,068
New +$210K ﹤0.01% 527

Other funds holding XLE

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

HB Wealth Management's XLE Position: Q3 2026 in Review

HB Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 19% in Q3 2026, buying an estimated $809K and bringing the position to 83,441 shares worth $5.13M. The position accounts for 0.03% of the portfolio, ranked #290.

HB Wealth Management first reported a position in XLE in Q1 2022 and has held it in 19 quarters since. The position peaked at $5.28M in Q4 2024. 1,609 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • HB Wealth Management held 83,441 shares of State Street Energy Select Sector SPDR ETF worth $5.13M as of Q3 2026.
  • HB Wealth Management bought 13,345 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $809K.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of HB Wealth Management's portfolio in Q3 2026, its #290 holding.
  • HB Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 19 quarters since.
  • HB Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $5.28M in Q4 2024.
  • 1,609 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.