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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

HB Wealth Management's XLE Position: Q1 2026 in Review

HB Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 10% in Q1 2026, buying an estimated $202K and bringing the position to 41,459 shares worth $2.54M. The position accounts for 0.02% of the portfolio, ranked #378.

HB Wealth Management first reported a position in XLE in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.28M in Q4 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

HB Wealth Management held 41,459 shares of State Street Energy Select Sector SPDR ETF worth $2.54M as of Q1 2026.
HB Wealth Management bought 3,766 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $202K.
State Street Energy Select Sector SPDR ETF made up 0.02% of HB Wealth Management's portfolio in Q1 2026, its #378 holding.
HB Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
HB Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $5.28M in Q4 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.