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

Howard 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 Q3	$438K	Buy	7,123 +265	+4%	+$16.1K	0.05%	144
2026 Q2	$364K	Buy	6,858 +29	+0.4%	+$1.66K	0.04%	157
2026 Q1	$418K	Buy	6,829 +26	+0.4%	+$1.4K	0.05%	143
2025 Q4	$304K	Buy	6,803 +39	+0.6%	+$1.74K	0.04%	159
2025 Q3	$302K	Sell	6,764 -2	-0%	-$88	0.04%	146
2025 Q2	$287K	Buy	6,766 +280	+4%	+$11.7K	0.04%	142
2025 Q1	$303K	Sell	6,486 -26	-0.4%	-$1.17K	0.04%	140
2024 Q4	$279K	Sell	6,512 -152	-2%	-$6.91K	0.04%	154
2024 Q3	$293K	Sell	6,664 -288	-4%	-$12.9K	0.04%	126
2024 Q2	$317K	Buy	6,952 +1,962	+39%	+$91.4K	0.05%	119
2024 Q1	$236K	Buy	4,990 +204	+4%	+$8.76K	0.04%	139
2023 Q4	$201K	Buy	+4,786	New	+$205K	0.04%	145
2019 Q2	–	Sell	-7,006	Closed	-$232K	–	119
2019 Q1	$232K	Buy	+7,006	New	+$225K	0.16%	81

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Howard Financial Services's XLE Position: Q3 2026 in Review

Howard Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.9% in Q3 2026, buying an estimated $16.1K and bringing the position to 7,123 shares worth $438K. The position accounts for 0.05% of the portfolio, ranked #144.

Howard Financial Services first reported a position in XLE in Q1 2019 and has held it in 13 quarters since. 1,398 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Howard Financial Services held 7,123 shares of State Street Energy Select Sector SPDR ETF worth $438K as of Q3 2026.
Howard Financial Services bought 265 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $16.1K.
State Street Energy Select Sector SPDR ETF made up 0.05% of Howard Financial Services's portfolio in Q3 2026, its #144 holding.
Howard Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and has held it in 13 quarters since.
1,398 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.