Hollow Brook Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hollow Brook Wealth Management’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	$7.82M	Sell	147,312 -6,584	-4%	-$376K	1.55%	13
2026 Q1	$9.43M	Hold	153,896	–	–	2.41%	8
2025 Q4	$6.88M	Sell	153,896 -628	-0.4%	-$28K	1.78%	14
2025 Q3	$6.9M	Hold	154,524	–	–	1.63%	16
2025 Q2	$6.55M	Buy	154,524 +628	+0.4%	+$26.2K	1.9%	12
2025 Q1	$7.19M	Hold	153,896	–	–	2.11%	11
2024 Q4	$6.59M	Hold	153,896	–	–	2.02%	14
2024 Q3	$6.76M	Sell	153,896 -142	-0.1%	-$6.35K	2%	15
2024 Q2	$7.02M	Buy	154,038 +11,376	+8%	+$530K	2.38%	10
2024 Q1	$6.73M	Buy	142,662 +11,918	+9%	+$512K	2.49%	8
2023 Q4	$5.48M	Buy	130,744 +23,606	+22%	+$1.01M	2.19%	13
2023 Q3	$4.84M	Buy	107,138 +9,994	+10%	+$437K	2.02%	16
2023 Q2	$3.94M	Buy	97,144 +32,190	+50%	+$1.31M	1.7%	15
2023 Q1	$2.69M	Buy	64,954 +27,650	+74%	+$1.18M	1.27%	24
2022 Q4	$1.63M	Sell	37,304 -2,740	-7%	-$119K	0.78%	35
2022 Q3	$1.44M	Buy	+40,044	New	+$1.51M	0.82%	33

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

Hollow Brook Wealth Management's XLE Position: Q2 2026 in Review

Hollow Brook Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.3% in Q2 2026, selling an estimated $376K and leaving 147,312 shares worth $7.82M. The position accounts for 1.55% of the portfolio, ranked #13.

Hollow Brook Wealth Management first reported a position in XLE in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.43M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Hollow Brook Wealth Management held 147,312 shares of State Street Energy Select Sector SPDR ETF worth $7.82M as of Q2 2026.
Hollow Brook Wealth Management sold 6,584 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $376K.
State Street Energy Select Sector SPDR ETF made up 1.55% of Hollow Brook Wealth Management's portfolio in Q2 2026, its #13 holding.
Hollow Brook Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Hollow Brook Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $9.43M 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 Hollow Brook Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.