HCR Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $975K | Buy |
18,365
+6
| +0% | +$343 | 0.09% | 115 |
|
|
2026
Q1 | $1.12M | Sell |
18,359
-190
| -1% | -$10.2K | 0.12% | 101 |
|
|
2025
Q4 | $829K | Sell |
18,549
-881
| -5% | -$39.2K | 0.08% | 123 |
|
|
2025
Q3 | $859K | Buy |
19,430
+52
| +0.3% | +$2.28K | 0.09% | 116 |
|
|
2025
Q2 | $822K | Buy |
19,378
+14
| +0.1% | +$583 | 0.1% | 113 |
|
|
2025
Q1 | $905K | Sell |
19,364
-658
| -3% | -$29.7K | 0.12% | 107 |
|
|
2024
Q4 | $858K | Sell |
20,022
-3,252
| -14% | -$148K | 0.11% | 109 |
|
|
2024
Q3 | $1.02M | Buy |
23,274
+2,218
| +11% | +$99.1K | 0.13% | 102 |
|
|
2024
Q2 | $960K | Sell |
21,056
-1,122
| -5% | -$52.3K | 0.14% | 96 |
|
|
2024
Q1 | $1.05M | Buy |
22,178
+1,992
| +10% | +$85.6K | 0.16% | 91 |
|
|
2023
Q4 | $846K | Buy |
20,186
+7,688
| +62% | +$329K | 0.13% | 98 |
|
|
2023
Q3 | $565K | Sell |
12,498
-6,984
| -36% | -$306K | 0.12% | 99 |
|
|
2023
Q2 | $791K | Sell |
19,482
-18,284
| -48% | -$745K | 0.15% | 87 |
|
|
2023
Q1 | $1.56M | Sell |
37,766
-1,410
| -4% | -$60.3K | 0.31% | 66 |
|
|
2022
Q4 | $1.71M | Sell |
39,176
-312
| -0.8% | -$13.6K | 0.36% | 59 |
|
|
2022
Q3 | $1.42M | Sell |
39,488
-5,008
| -11% | -$189K | 0.3% | 67 |
|
|
2022
Q2 | $1.59M | Sell |
44,496
-215,324
| -83% | -$8.64M | 0.32% | 67 |
|
|
2022
Q1 | $9.93M | Sell |
259,820
-380,188
| -59% | -$13.2M | 1.62% | 10 |
|
|
2021
Q4 | $17.8M | Sell |
640,008
-240,004
| -27% | -$6.78M | 2.75% | 4 |
|
|
2021
Q3 | $22.9M | Buy |
880,012
+14,506
| +2% | +$359K | 3.82% | 4 |
|
|
2021
Q2 | $23.3M | Buy |
865,506
+658,308
| +318% | +$17.1M | 4.05% | 4 |
|
|
2021
Q1 | $5.08M | Buy |
207,198
+3,678
| +2% | +$84.8K | 1.01% | 16 |
|
|
2020
Q4 | $3.86M | Buy |
203,520
+10
| +0% | +$172 | 0.81% | 20 |
|
|
2020
Q3 | $3.05M | Buy |
203,510
+100
| +0% | +$1.78K | 0.7% | 26 |
|
|
2020
Q2 | $3.76M | Sell |
203,410
-4,232
| -2% | -$78.7K | 0.88% | 17 |
|
|
2020
Q1 | $3.02M | Buy |
207,642
+200,726
| +2,902% | +$4.76M | 0.86% | 19 |
|
|
2019
Q4 | $208K | Buy |
+6,916
| New | +$205K | 0.05% | 146 |
|
|
2019
Q3 | – | Sell |
-7,682
| Closed | -$245K | – | 166 |
|
|
2019
Q2 | $245K | Buy |
+7,682
| New | +$246K | 0.07% | 138 |
|
|
2018
Q4 | – | Sell |
-7,616
| Closed | -$262K | – | 172 |
|
|
2018
Q3 | $262K | Sell |
7,616
-198
| -3% | -$7.42K | 0.09% | 130 |
|
|
2018
Q2 | $297K | Buy |
7,814
+6
| +0.1% | +$223 | 0.1% | 140 |
|
|
2018
Q1 | $263K | Sell |
7,808
-1,800
| -19% | -$63.7K | 0.09% | 140 |
|
|
2017
Q4 | $347K | Sell |
9,608
-2,100
| -18% | -$72.3K | 0.12% | 126 |
|
|
2017
Q3 | $401K | Buy |
11,708
+250
| +2% | +$8.13K | 0.17% | 110 |
|
|
2017
Q2 | $372K | Sell |
11,458
-884
| -7% | -$29.7K | 0.18% | 93 |
|
|
2017
Q1 | $431K | Buy |
+12,342
| New | +$446K | 0.22% | 94 |
|
Other funds holding XLE
HCR Wealth Advisors's XLE Position: Q2 2026 in Review
HCR Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.03% in Q2 2026, buying an estimated $343 and bringing the position to 18,365 shares worth $975K. The position accounts for 0.09% of the portfolio, ranked #115.
HCR Wealth Advisors first reported a position in XLE in Q1 2017 and has held it in 35 quarters since. The position peaked at $23.3M in Q2 2021. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- HCR Wealth Advisors held 18,365 shares of State Street Energy Select Sector SPDR ETF worth $975K as of Q2 2026.
- HCR Wealth Advisors bought 6 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $343.
- State Street Energy Select Sector SPDR ETF made up 0.09% of HCR Wealth Advisors's portfolio in Q2 2026, its #115 holding.
- HCR Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and has held it in 35 quarters since.
- HCR Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $23.3M in Q2 2021.
- 2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.