Hegarty 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
Q3
$574K Buy
9,325
+910
+11% +$55.2K 0.35% 43
2026
Q2
$447K Buy
8,415
+245
+3% +$14K 0.31% 46
2026
Q1
$500K Sell
8,170
-158
-2% -$8.48K 0.39% 43
2025
Q4
$372K Buy
+8,328
New +$371K 0.32% 40

Other funds holding XLE

Hegarty Advisors's XLE Position: Q3 2026 in Review

Hegarty Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q3 2026, buying an estimated $55.2K and bringing the position to 9,325 shares worth $574K. The position accounts for 0.35% of the portfolio, ranked #43.

Hegarty Advisors first reported a position in XLE in Q4 2025 and has held it in 4 quarters since. 1,480 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Hegarty Advisors held 9,325 shares of State Street Energy Select Sector SPDR ETF worth $574K as of Q3 2026.
  • Hegarty Advisors bought 910 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $55.2K.
  • State Street Energy Select Sector SPDR ETF made up 0.35% of Hegarty Advisors's portfolio in Q3 2026, its #43 holding.
  • Hegarty Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,480 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.