HFS
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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

JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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. 468 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.
  • 468 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.