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HUB Investment Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

HUB Investment Partners’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 		$857K Buy
16,129
+1,554
+11% +$88.9K 0.02% 494
2026
Q1 		$893K Buy
14,575
+967
+7% +$51.9K 0.02% 389
2025
Q4 		$608K Buy
13,608
+24
+0.2% +$1.07K 0.02% 431
2025
Q3 		$607K Buy
13,584
+394
+3% +$17.3K 0.02% 364
2025
Q2 		$559K Sell
13,190
-308
-2% -$12.8K 0.02% 364
2025
Q1 		$631K Sell
13,498
-2,324
-15% -$105K 0.03% 299
2024
Q4 		$678K Buy
15,822
+1,762
+13% +$80.1K 0.03% 265
2024
Q3 		$617K Sell
14,060
-256
-2% -$11.4K 0.03% 266
2024
Q2 		$652K Buy
14,316
+278
+2% +$12.9K 0.02% 247
2024
Q1 		$663K Sell
14,038
-640
-4% -$27.5K 0.04% 235
2023
Q4 		$615K Buy
14,678
+4,078
+38% +$174K 0.04% 212
2023
Q3 		$479K Buy
10,600
+1,772
+20% +$77.5K 0.07% 142
2023
Q2 		$358K Buy
8,828
+1,036
+13% +$42.2K 0.06% 171
2023
Q1 		$323K Buy
+7,792
New +$333K 0.07% 163
2022
Q4 		– Sell
-8,930
Closed -$322K – 205
2022
Q3 		$322K Buy
8,930
+686
+8% +$25.9K 0.1% 133
2022
Q2 		$295K Buy
8,244
+1,934
+31% +$77.6K 0.09% 130
2022
Q1 		$241K Buy
+6,310
New +$219K 0.06% 160

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HUB Investment Partners's XLE Position: Q2 2026 in Review

HUB Investment Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q2 2026, buying an estimated $88.9K and bringing the position to 16,129 shares worth $857K. The position accounts for 0.02% of the portfolio, ranked #494.

HUB Investment Partners first reported a position in XLE in Q1 2022 and has held it in 17 quarters since. The position peaked at $893K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • HUB Investment Partners held 16,129 shares of State Street Energy Select Sector SPDR ETF worth $857K as of Q2 2026.
  • HUB Investment Partners bought 1,554 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $88.9K.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #494 holding.
  • HUB Investment Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
  • HUB Investment Partners's State Street Energy Select Sector SPDR ETF position peaked at $893K in Q1 2026.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.