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

Hillcrest Wealth 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
2026 Q1	–	Sell	-13,580	Closed	-$607K	–	55
2025 Q4	$607K	Buy	+13,580	New	+$605K	0.26%	34
2025 Q1	–	Sell	-32,670	Closed	-$1.4M	–	52
2024 Q4	$1.4M	Buy	+32,670	New	+$1.48M	0.67%	22
2022 Q3	–	Sell	-8,000	Closed	-$286K	–	53
2022 Q2	$286K	Buy	+8,000	New	+$321K	0.17%	41
2021 Q4	–	Sell	-17,500	Closed	-$456K	–	53
2021 Q3	$456K	Sell	17,500 -4,600	-21%	-$114K	0.27%	38
2021 Q2	$595K	Sell	22,100 -24,100	-52%	-$627K	0.36%	31
2021 Q1	$1.13M	Sell	46,200 -52,530	-53%	-$1.21M	0.69%	26
2020 Q4	$1.87M	Sell	98,730 -72,906	-42%	-$1.26M	1.25%	20
2020 Q3	$2.57M	Buy	171,636 +41,186	+32%	+$731K	1.83%	18
2020 Q2	$2.47M	Sell	130,450 -22,500	-15%	-$418K	2.14%	17
2020 Q1	$2.22M	Buy	152,950 +138,150	+933%	+$3.28M	2.22%	17
2019 Q4	$444K	Sell	14,800 -12,700	-46%	-$377K	0.37%	27
2019 Q3	$814K	Buy	27,500 +8,700	+46%	+$263K	0.7%	23
2019 Q2	$599K	Buy	18,800 +1,600	+9%	+$51.2K	0.5%	29
2019 Q1	$569K	Sell	17,200 -29,900	-63%	-$960K	0.5%	28
2018 Q4	$1.35M	Buy	+47,100	New	+$1.58M	1.25%	22

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

Hillcrest Wealth Advisors's XLE Position: Q1 2026 in Review

Hillcrest Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 13,580 shares — an estimated $607K sold.

Hillcrest Wealth Advisors first reported a position in XLE in Q4 2018 and held it in 15 quarters. The position peaked at $2.57M in Q3 2020. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Hillcrest Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Hillcrest Wealth Advisors sold 13,580 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $607K.
Hillcrest Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 15 quarters.
Hillcrest Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.57M in Q3 2020.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.