HHM Wealth 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
Q2
$22.6K Buy
426
+1
+0.2% +$57 ﹤0.01% 506
2026
Q1
$26K Buy
425
+2
+0.5% +$107 ﹤0.01% 467
2025
Q4
$18.9K Buy
423
+187
+79% +$8.33K ﹤0.01% 507
2025
Q3
$10.6K Buy
236
+2
+0.9% +$88 ﹤0.01% 629
2025
Q2
$9.96K Buy
234
+70
+43% +$2.92K ﹤0.01% 611
2025
Q1
$7.64K Buy
164
+2
+1% +$90 ﹤0.01% 627
2024
Q4
$6.95K Buy
162
+2
+1% +$91 ﹤0.01% 641
2024
Q3
$7.06K Sell
160
-572
-78% -$25.6K ﹤0.01% 616
2024
Q2
$33.3K Buy
732
+574
+363% +$26.7K 0.01% 389
2024
Q1
$7.47K Hold
158
– – ﹤0.01% 571
2023
Q4
$6.58K Buy
158
+2
+1% +$86 ﹤0.01% 597
2023
Q3
$7.03K Sell
156
-528
-77% -$23.1K ﹤0.01% 574
2023
Q2
$27.8K Buy
684
+112
+20% +$4.56K 0.01% 376
2023
Q1
$23.7K Buy
572
+2
+0.4% +$86 ﹤0.01% 394
2022
Q4
$24.9K Sell
570
-860
-60% -$37.4K 0.01% 336
2022
Q3
$51K Buy
1,430
+1,352
+1,733% +$51.1K 0.01% 232
2022
Q2
$3K Sell
78
-1,042
-93% -$41.8K ﹤0.01% 727
2022
Q1
$43K Hold
1,120
– – 0.01% 332
2021
Q4
$31K Sell
1,120
-460
-29% -$13K 0.01% 364
2021
Q3
$41K Hold
1,580
– – 0.01% 322
2021
Q2
$43K Hold
1,580
– – 0.01% 322
2021
Q1
$39K Buy
1,580
+1,100
+229% +$25.4K 0.01% 314
2020
Q4
$9K Hold
480
– – ﹤0.01% 429
2020
Q3
$7K Hold
480
– – ﹤0.01% 417
2020
Q2
$9K Buy
480
+460
+2,300% +$8.55K ﹤0.01% 379
2020
Q1
$0 Buy
+20
New +$474 ﹤0.01% 471

Other funds holding XLE

HHM Wealth Advisors's XLE Position: Q2 2026 in Review

HHM Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.24% in Q2 2026, buying an estimated $57 and bringing the position to 426 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

HHM Wealth Advisors first reported a position in XLE in Q1 2020 and has held it in 26 quarters since. The position peaked at $51K in Q3 2022. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • HHM Wealth Advisors held 426 shares of State Street Energy Select Sector SPDR ETF worth $22.6K as of Q2 2026.
  • HHM Wealth Advisors bought 1 State Street Energy Select Sector SPDR ETF share in Q2 2026, an estimated $57.
  • State Street Energy Select Sector SPDR ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #506 holding.
  • HHM Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $51K in Q3 2022.
  • 2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.