Hegarty Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hegarty Advisors’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	$447K	Buy	8,415 +245	+3%	+$14K	0.31%	46
2026 Q1	$500K	Sell	8,170 -158	-2%	-$8.47K	0.39%	43
2025 Q4	$372K	Buy	+8,328	New	+$371K	0.32%	40

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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

Hegarty Advisors's XLE Position: Q2 2026 in Review

Hegarty Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3% in Q2 2026, buying an estimated $14K and bringing the position to 8,415 shares worth $447K. The position accounts for 0.31% of the portfolio, ranked #46.

Hegarty Advisors first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $500K in Q1 2026. 1,434 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Hegarty Advisors held 8,415 shares of State Street Energy Select Sector SPDR ETF worth $447K as of Q2 2026.
Hegarty Advisors bought 245 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $14K.
State Street Energy Select Sector SPDR ETF made up 0.31% of Hegarty Advisors's portfolio in Q2 2026, its #46 holding.
Hegarty Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Hegarty Advisors's State Street Energy Select Sector SPDR ETF position peaked at $500K in Q1 2026.
1,434 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.