HM Payson & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

HM Payson & Co’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 Q2	$745	Sell	14 -2,386	-99%	-$136K	﹤0.01%	1102
2026 Q1	$147K	Buy	+2,400	New	+$129K	﹤0.01%	496
2025 Q4	–	Sell	-1,600	Closed	-$71.5K	–	1210
2025 Q3	$71.5K	Buy	+1,600	New	+$70K	﹤0.01%	618
2025 Q2	–	Sell	-184	Closed	-$8.6K	–	1057
2025 Q1	$8.6K	Buy	+184	New	+$8.3K	﹤0.01%	871
2024 Q1	–	Sell	-2	Closed	-$57	–	1017
2023 Q4	$57	Sell	2 -420	-100%	-$18K	﹤0.01%	955
2023 Q3	$19K	Buy	+422	New	+$18.5K	﹤0.01%	738
2023 Q2	–	Sell	-272	Closed	-$11.3K	–	1066
2023 Q1	$11.3K	Sell	272 -124	-31%	-$5.3K	﹤0.01%	784
2022 Q4	$17.3K	Buy	396 +148	+60%	+$6.44K	﹤0.01%	693
2022 Q3	$9K	Hold	248	–	–	﹤0.01%	792
2022 Q2	$9K	Buy	248 +124	+100%	+$4.97K	﹤0.01%	829
2022 Q1	$4K	Sell	124 -368	-75%	-$12.7K	﹤0.01%	937
2021 Q4	$14K	Sell	492 -104	-17%	-$2.94K	﹤0.01%	826
2021 Q3	$16K	Buy	596 +2	+0.3%	+$50	﹤0.01%	780
2021 Q2	$16K	Buy	594 +104	+21%	+$2.7K	﹤0.01%	782
2021 Q1	$12K	Buy	490 +62	+14%	+$1.43K	﹤0.01%	856
2020 Q4	$8K	Hold	428	–	–	﹤0.01%	885
2020 Q3	$6K	Hold	428	–	–	﹤0.01%	882
2020 Q2	$8K	Sell	428 -78	-15%	-$1.45K	﹤0.01%	771
2020 Q1	$7K	Hold	506	–	–	﹤0.01%	784
2019 Q4	$15K	Buy	506 +78	+18%	+$2.31K	﹤0.01%	764
2019 Q3	$13K	Sell	428 -410	-49%	-$12.4K	﹤0.01%	788
2019 Q2	$27K	Buy	+838	New	+$26.8K	﹤0.01%	693
2019 Q1	–	Sell	-212	Closed	-$6K	–	277
2018 Q4	$6K	Buy	+212	New	+$7.09K	0.02%	103

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HM Payson & Co's XLE Position: Q2 2026 in Review

HM Payson & Co reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 99% in Q2 2026, selling an estimated $136K and leaving 14 shares worth $745. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

HM Payson & Co first reported a position in XLE in Q4 2018 and has held it in 23 quarters since. The position peaked at $147K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

HM Payson & Co held 14 shares of State Street Energy Select Sector SPDR ETF worth $745 as of Q2 2026.
HM Payson & Co sold 2,386 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $136K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #1102 holding.
HM Payson & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 23 quarters since.
HM Payson & Co's State Street Energy Select Sector SPDR ETF position peaked at $147K in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.