Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	–	Sell	-1,000,000	Closed	-$44.7M	–	1639
2025 Q4	$44.7M	Buy	+1,000,000	New	+$44.5M	0.07%	199
2022 Q2	–	Sell	-150,000	Closed	-$5.73M	–	1864
2022 Q1	$5.73M	Sell	150,000 -117,000	-44%	-$4.05M	0.02%	457
2021 Q4	$7.41M	Buy	+267,000	New	+$7.54M	0.02%	481
2021 Q3	–	Sell	-200,000	Closed	-$5.39M	–	2003
2021 Q2	$5.39M	Buy	+200,000	New	+$5.2M	0.01%	596
2021 Q1	–	Sell	-229,600	Closed	-$4.35M	–	1826
2020 Q4	$4.35M	Hold	229,600	–	–	0.01%	543
2020 Q3	$3.44M	Hold	229,600	–	–	0.03%	286
2020 Q2	$4.34M	Sell	229,600 -22,000	-9%	-$409K	0.03%	259
2020 Q1	$3.66M	Buy	+251,600	New	+$5.97M	0.04%	229

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 22.9% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's XLE Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 2,701,000 shares — an estimated $165M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in XLE in Q4 2019 and held it in 16 quarters. The position peaked at $186M in Q4 2025. 2,046 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 2,701,000 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $165M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 16 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's State Street Energy Select Sector SPDR ETF position peaked at $186M in Q4 2025.
2,046 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.