HBK Sorce Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

HBK Sorce Advisory’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	$1.03M	Buy	17,917 +2,053	+13%	+$117K	0.02%	255
2026 Q1	$884K	Sell	15,864 -2,875	-15%	-$154K	0.02%	263
2025 Q4	$998K	Buy	18,739 +4,975	+36%	+$222K	0.02%	240
2025 Q3	$594K	Buy	13,764 +510	+4%	+$22.3K	0.01%	318
2025 Q2	$562K	Sell	13,254 -684	-5%	-$28.5K	0.02%	316
2025 Q1	$651K	Buy	13,938 +1,994	+17%	+$89.9K	0.02%	290
2024 Q4	$512K	Sell	11,944 -7,122	-37%	-$324K	0.02%	331
2024 Q3	$837K	Buy	19,066 +1,958	+11%	+$87.5K	0.03%	250
2024 Q2	$780K	Sell	17,108 -596	-3%	-$27.8K	0.03%	247
2024 Q1	$836K	Buy	17,704 +4,940	+39%	+$212K	0.03%	244
2023 Q4	$535K	Sell	12,764 -724	-5%	-$31K	0.02%	306
2023 Q3	$610K	Sell	13,488 -3,266	-19%	-$143K	0.03%	276
2023 Q2	$680K	Sell	16,754 -2,114	-11%	-$86.1K	0.03%	267
2023 Q1	$781K	Sell	18,868 -20,068	-52%	-$858K	0.04%	248
2022 Q4	$1.7M	Buy	38,936 +26,904	+224%	+$1.17M	0.05%	199
2022 Q3	$433K	Sell	12,032 -4,446	-27%	-$168K	0.03%	293
2022 Q2	$589K	Buy	16,478 +120	+0.7%	+$4.81K	0.04%	218
2022 Q1	$625K	Buy	16,358 +6,286	+62%	+$218K	0.03%	262
2021 Q4	$279K	Buy	10,072 +480	+5%	+$13.6K	0.01%	464
2021 Q3	$250K	Buy	9,592 +276	+3%	+$6.84K	0.01%	491
2021 Q2	$251K	Sell	9,316 -1,412	-13%	-$36.7K	0.01%	488
2021 Q1	$263K	Buy	+10,728	New	+$247K	0.02%	430
2019 Q4	–	Sell	-7,414	Closed	-$219K	–	449
2019 Q3	$219K	Buy	7,414 +696	+10%	+$21.1K	0.02%	378
2019 Q2	$214K	Sell	6,718 -306	-4%	-$9.8K	0.02%	378
2019 Q1	$232K	Sell	7,024 -1,912	-21%	-$61.4K	0.02%	380
2018 Q4	$256K	Buy	8,936 +36	+0.4%	+$1.21K	0.03%	318
2018 Q3	$337K	Sell	8,900 -440	-5%	-$16.5K	0.04%	282
2018 Q2	$355K	Buy	9,340 +926	+11%	+$34.4K	0.04%	281
2018 Q1	$284K	Sell	8,414 -188	-2%	-$6.65K	0.04%	292
2017 Q4	$311K	Buy	+8,602	New	+$296K	0.04%	302
2017 Q3	–	Sell	-9,358	Closed	-$304K	–	323
2017 Q2	$304K	Sell	9,358 -80	-0.8%	-$2.69K	0.05%	234
2017 Q1	$330K	Sell	9,438 -7,724	-45%	-$279K	0.06%	219
2016 Q4	$646K	Sell	17,162 -1,778	-9%	-$64.3K	0.12%	137
2016 Q3	$669K	Sell	18,940 -158	-0.8%	-$5.41K	0.13%	119
2016 Q2	$652K	Buy	19,098 +834	+5%	+$27.5K	0.14%	111
2016 Q1	$565K	Buy	18,264 +7,826	+75%	+$227K	0.13%	114
2015 Q4	$315K	Buy	+10,438	New	+$344K	0.08%	162

Other funds holding XLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HBK Sorce Advisory's XLE Position: Q2 2026 in Review

HBK Sorce Advisory increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 13% in Q2 2026, buying an estimated $117K and bringing the position to 17,917 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #255.

HBK Sorce Advisory first reported a position in XLE in Q4 2015 and has held it in 37 quarters since. The position peaked at $1.7M in Q4 2022. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

HBK Sorce Advisory held 17,917 shares of State Street Energy Select Sector SPDR ETF worth $1.03M as of Q2 2026.
HBK Sorce Advisory bought 2,053 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $117K.
State Street Energy Select Sector SPDR ETF made up 0.02% of HBK Sorce Advisory's portfolio in Q2 2026, its #255 holding.
HBK Sorce Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 37 quarters since.
HBK Sorce Advisory's State Street Energy Select Sector SPDR ETF position peaked at $1.7M in Q4 2022.
1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.