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

HighTower 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
2025 Q2	–	Sell	-2,000	Closed	-$6.39K	–	4014
2025 Q1	$6.39K	Buy	2,000 +1,000	+100%	+$45.1K	﹤0.01%	3573
2024 Q4	$3.5K	Sell	1,000 -2,400	-71%	-$109K	﹤0.01%	3645
2024 Q3	$5.05K	Sell	3,400 -4,600	-58%	-$206K	﹤0.01%	3587
2024 Q2	$6.46K	Buy	8,000 +6,400	+400%	+$298K	﹤0.01%	3468
2024 Q1	$5.69K	Buy	+1,600	New	+$68.7K	﹤0.01%	3432
2022 Q2	–	Sell	-710	Closed	-$74K	–	3578
2022 Q1	$74K	Buy	+710	New	+$24.6K	﹤0.01%	3035
2021 Q3	–	Sell	-17,600	Closed	-$63K	–	3459
2021 Q2	$63K	Buy	+17,600	New	+$458K	﹤0.01%	2866
2021 Q1	–	Sell	-16	Closed	-$1K	–	3285
2020 Q4	$1K	Sell	16 -122,984	-100%	-$2.12M	﹤0.01%	2589
2020 Q3	$45K	Buy	+123,000	New	+$2.18M	﹤0.01%	2311
2020 Q2	–	Sell	-25,000	Closed	-$25K	–	2554
2020 Q1	$25K	Buy	+25,000	New	+$593K	﹤0.01%	2064
2019 Q3	–	Sell	-2,000	Closed	-$2K	–	2559
2019 Q2	$2K	Sell	2,000 -6,000	-75%	-$192K	﹤0.01%	2357
2019 Q1	$4K	Buy	+8,000	New	+$257K	﹤0.01%	2238
2018 Q1	–	Sell	-6,000	Closed	-$15K	–	2360
2017 Q4	$15K	Buy	+6,000	New	+$207K	﹤0.01%	2171

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

HighTower Advisors's XLE Position: Q1 2026 in Review

HighTower Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q1 2026, buying an estimated $11.3M and bringing the position to 2,010,195 shares worth $123M. The position accounts for 0.13% of the portfolio, ranked #157.

HighTower Advisors first reported a position in XLE in Q2 2013 and has held it in 52 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

HighTower Advisors held 2,010,195 shares of State Street Energy Select Sector SPDR ETF worth $123M as of Q1 2026.
HighTower Advisors bought 209,836 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $11.3M.
State Street Energy Select Sector SPDR ETF made up 0.13% of HighTower Advisors's portfolio in Q1 2026, its #157 holding.
HighTower Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.