Hopwood Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hopwood Financial Services’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	$429K	Buy	8,076 +214	+3%	+$12.2K	0.25%	48
2026 Q1	$482K	Sell	7,862 -137	-2%	-$7.35K	0.32%	42
2025 Q4	$358K	Buy	7,999 +279	+4%	+$12.4K	0.25%	53
2025 Q3	$345K	Buy	+7,720	New	+$338K	0.23%	59
2025 Q2	–	Sell	-7,484	Closed	-$350K	–	311
2025 Q1	$350K	Buy	7,484 +402	+6%	+$18.1K	0.27%	50
2024 Q4	$303K	Buy	+7,082	New	+$322K	0.23%	56

Other funds holding XLE

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Hopwood Financial Services's XLE Position: Q2 2026 in Review

Hopwood Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.7% in Q2 2026, buying an estimated $12.2K and bringing the position to 8,076 shares worth $429K. The position accounts for 0.25% of the portfolio, ranked #48.

Hopwood Financial Services first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. The position peaked at $482K in Q1 2026. 995 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Hopwood Financial Services held 8,076 shares of State Street Energy Select Sector SPDR ETF worth $429K as of Q2 2026.
Hopwood Financial Services bought 214 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $12.2K.
State Street Energy Select Sector SPDR ETF made up 0.25% of Hopwood Financial Services's portfolio in Q2 2026, its #48 holding.
Hopwood Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Hopwood Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $482K in Q1 2026.
995 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.