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 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

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

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

HB Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 69% in Q2 2026, buying an estimated $1.64M and bringing the position to 70,096 shares worth $3.72M. The position accounts for 0.02% of the portfolio, ranked #335.

HB Wealth Management first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.28M in Q4 2024. 2,037 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

HB Wealth Management held 70,096 shares of State Street Energy Select Sector SPDR ETF worth $3.72M as of Q2 2026.
HB Wealth Management bought 28,637 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.64M.
State Street Energy Select Sector SPDR ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #335 holding.
HB Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
HB Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $5.28M in Q4 2024.
2,037 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.