Herold Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Herold Advisors's XLE Position: Q2 2026 in Review
Herold Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.48% in Q2 2026, selling an estimated $16.4K and leaving 59,269 shares worth $3.14M. The position accounts for 0.62% of the portfolio, ranked #42.
Herold Advisors first reported a position in XLE in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.65M in Q1 2026. 2,035 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Herold Advisors held 59,269 shares of State Street Energy Select Sector SPDR ETF worth $3.14M as of Q2 2026.
- Herold Advisors sold 286 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $16.4K.
- State Street Energy Select Sector SPDR ETF made up 0.62% of Herold Advisors's portfolio in Q2 2026, its #42 holding.
- Herold Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
- Herold Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.65M in Q1 2026.
- 2,035 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.