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 Q1	–	Sell	-3,000	Closed	-$6.45K	–	4083
2024 Q4	$6.45K	Buy	+3,000	New	+$136K	﹤0.01%	3612
2024 Q3	–	Sell	-400	Closed	-$10	–	4008
2024 Q2	$10	Buy	+400	New	+$18.6K	﹤0.01%	3661
2024 Q1	–	Sell	-2,400	Closed	-$456	–	4061
2023 Q4	$456	Buy	2,400 +2,398	+119,900%	+$103K	﹤0.01%	3577
2023 Q3	$518	Sell	2 -398	-100%	-$17.4K	﹤0.01%	3507
2023 Q2	$46.1K	Buy	+400	New	+$16.3K	﹤0.01%	3173
2023 Q1	–	Sell	-700	Closed	-$60.4K	–	3693
2022 Q4	$60.4K	Buy	700 +386	+123%	+$16.8K	﹤0.01%	3002
2022 Q3	$14K	Sell	314 -29,686	-99%	-$1.12M	﹤0.01%	2997
2022 Q2	$61K	Buy	+30,000	New	+$1.2M	﹤0.01%	2880
2022 Q1	–	Sell	-124	Closed	-$56K	–	3724
2021 Q4	$56K	Sell	124 -18,876	-99%	-$533K	﹤0.01%	3012
2021 Q3	$69K	Buy	19,000 +13,600	+252%	+$337K	﹤0.01%	2901
2021 Q2	$2K	Buy	5,400 +5,330	+7,614%	+$139K	﹤0.01%	3087
2021 Q1	$7K	Buy	70 +20	+40%	+$461	﹤0.01%	2946
2020 Q4	$18K	Buy	+50	New	+$862	﹤0.01%	2493
2020 Q3	–	Sell	-4,000	Closed	-$7K	–	2717
2020 Q2	$7K	Buy	+4,000	New	+$74.4K	﹤0.01%	2332
2017 Q2	–	Sell	-16,000	Closed	-$10K	–	2340
2017 Q1	$10K	Buy	+16,000	New	+$578K	﹤0.01%	2009

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.