Hennion & Walsh Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hennion & Walsh Asset Management’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	$392K	Buy	+7,387	New	+$422K	0.01%	807

Other funds holding XLE

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

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Hennion & Walsh Asset Management's XLE Position: Q2 2026 in Review

Hennion & Walsh Asset Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 7,387 shares worth $392K. The stake represents 0.01% of the portfolio and ranks #807 among its holdings.

700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Hennion & Walsh Asset Management held 7,387 shares of State Street Energy Select Sector SPDR ETF worth $392K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Hennion & Walsh Asset Management position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #807 holding.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.