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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
Q1 		$24.5K Hold
400
– – ﹤0.01% 1127
2025
Q4 		$17.9K Hold
400
– – ﹤0.01% 951
2025
Q3 		$17.9K Buy
+400
New +$17.5K ﹤0.01% 803
2024
Q3 		– Sell
-6,000
Closed -$123K – 574
2024
Q2 		$123K Buy
+6,000
New +$279K ﹤0.01% 466

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

HUB Investment Partners's XLE Position: Q1 2026 in Review

HUB Investment Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.1% in Q1 2026, buying an estimated $51.9K and bringing the position to 14,575 shares worth $893K. The position accounts for 0.02% of the portfolio, ranked #389.

HUB Investment Partners first reported a position in XLE in Q1 2022 and has held it in 16 quarters since. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • HUB Investment Partners held 14,575 shares of State Street Energy Select Sector SPDR ETF worth $893K as of Q1 2026.
  • HUB Investment Partners bought 967 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $51.9K.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of HUB Investment Partners's portfolio in Q1 2026, its #389 holding.
  • HUB Investment Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 16 quarters since.
  • 2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.