HMS Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
HMS Capital Management's XLE Position: Q3 2026 in Review
HMS Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.5% in Q3 2026, selling an estimated $62.1K and leaving 65,172 shares worth $4.01M. The position accounts for 1.52% of the portfolio, ranked #17.
HMS Capital Management first reported a position in XLE in Q4 2020 and has held it in 24 quarters since. The position peaked at $14M in Q1 2022. 648 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- HMS Capital Management held 65,172 shares of State Street Energy Select Sector SPDR ETF worth $4.01M as of Q3 2026.
- HMS Capital Management sold 1,025 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $62.1K.
- State Street Energy Select Sector SPDR ETF made up 1.52% of HMS Capital Management's portfolio in Q3 2026, its #17 holding.
- HMS Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 24 quarters since.
- HMS Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $14M in Q1 2022.
- 648 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on HMS Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.