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 Q2	$364K	Buy	6,858 +29	+0.4%	+$1.66K	0.04%	176
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

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

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

Howard Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.42% in Q2 2026, buying an estimated $1.66K and bringing the position to 6,858 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #176.

Howard Financial Services first reported a position in XLE in Q1 2019 and has held it in 12 quarters since. The position peaked at $418K in Q1 2026. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Howard Financial Services held 6,858 shares of State Street Energy Select Sector SPDR ETF worth $364K as of Q2 2026.
Howard Financial Services bought 29 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.66K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Howard Financial Services's portfolio in Q2 2026, its #176 holding.
Howard Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and has held it in 12 quarters since.
Howard Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $418K in Q1 2026.
2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.