Hoey Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hoey Investments’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	$21.2K	Hold	400	–	–	﹤0.01%	210
2026 Q1	$24.5K	Sell	400 -600	-60%	-$32.2K	﹤0.01%	194
2025 Q4	$44.7K	Hold	1,000	–	–	0.01%	161
2025 Q3	$44.7K	Buy	+1,000	New	+$43.8K	0.01%	172
2024 Q4	–	Sell	-290	Closed	-$13.2K	–	447
2024 Q3	$13.2K	Hold	290	–	–	﹤0.01%	189
2024 Q2	$13.2K	Hold	290	–	–	﹤0.01%	189
2024 Q1	$13.7K	Hold	290	–	–	﹤0.01%	194
2023 Q4	$12.2K	Hold	290	–	–	﹤0.01%	195
2023 Q3	$13.1K	Buy	+290	New	+$12.7K	﹤0.01%	192
2023 Q2	–	Sell	-102	Closed	-$4.18K	–	371
2023 Q1	$4.18K	Buy	+102	New	+$4.36K	﹤0.01%	261
2022 Q3	–	Sell	-1,000	Closed	-$36K	–	352
2022 Q2	$36K	Hold	1,000	–	–	0.02%	134
2022 Q1	$38K	Hold	1,000	–	–	0.01%	115
2021 Q4	$28K	Hold	1,000	–	–	0.01%	128
2021 Q3	$26K	Hold	1,000	–	–	0.01%	129
2021 Q2	$27K	Buy	1,000 +914	+1,063%	+$23.8K	0.01%	133
2021 Q1	$2K	Buy	+86	New	+$1.98K	﹤0.01%	222

Other funds holding XLE

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

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hoey Investments's XLE Position: Q2 2026 in Review

Hoey Investments held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 400 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Hoey Investments first reported a position in XLE in Q1 2021 and has held it in 16 quarters since. The position peaked at $44.7K in Q4 2025. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Hoey Investments held 400 shares of State Street Energy Select Sector SPDR ETF worth $21.2K as of Q2 2026.
Hoey Investments left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #210 holding.
Hoey Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 16 quarters since.
Hoey Investments's State Street Energy Select Sector SPDR ETF position peaked at $44.7K in Q4 2025.
1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.