Hudson Valley Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hudson Valley Investment Advisors’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	$2.76M	Sell	51,987 -1,013	-2%	-$57.9K	0.34%	73
2026 Q1	$3.25M	Sell	53,000 -4,881	-8%	-$262K	0.42%	69
2025 Q4	$2.59M	Sell	57,881 -3,011	-5%	-$134K	0.29%	78
2025 Q3	$2.72M	Sell	60,892 -706	-1%	-$30.9K	0.28%	81
2025 Q2	$2.61M	Sell	61,598 -6,384	-9%	-$266K	0.29%	81
2025 Q1	$3.18M	Sell	67,982 -8,074	-11%	-$364K	0.38%	68
2024 Q4	$3.26M	Buy	76,056 +2,152	+3%	+$97.8K	0.37%	68
2024 Q3	$3.24M	Sell	73,904 -4,838	-6%	-$216K	0.36%	69
2024 Q2	$3.3M	Buy	78,742 +3,056	+4%	+$142K	0.43%	68
2024 Q1	$3.57M	Sell	75,686 -3,056	-4%	-$131K	0.43%	65
2023 Q4	$3.3M	Sell	78,742 -910	-1%	-$38.9K	0.45%	67
2023 Q3	$3.6M	Sell	79,652 -284	-0.4%	-$12.4K	0.51%	60
2023 Q2	$3.24M	Buy	79,936 +2,344	+3%	+$95.5K	0.44%	64
2023 Q1	$3.21M	Buy	77,592 +1,624	+2%	+$69.4K	0.45%	68
2022 Q4	$3.32M	Sell	75,968 -2,924	-4%	-$127K	0.5%	58
2022 Q3	$2.84M	Sell	78,892 -3,536	-4%	-$134K	0.46%	62
2022 Q2	$2.95M	Buy	82,428 +1,898	+2%	+$76.1K	0.46%	64
2022 Q1	$3.08M	Buy	+80,530	New	+$2.79M	0.41%	68

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Hudson Valley Investment Advisors's XLE Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.9% in Q2 2026, selling an estimated $57.9K and leaving 51,987 shares worth $2.76M. The position accounts for 0.34% of the portfolio, ranked #73.

Hudson Valley Investment Advisors first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.6M in Q3 2023. 995 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Hudson Valley Investment Advisors held 51,987 shares of State Street Energy Select Sector SPDR ETF worth $2.76M as of Q2 2026.
Hudson Valley Investment Advisors sold 1,013 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $57.9K.
State Street Energy Select Sector SPDR ETF made up 0.34% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #73 holding.
Hudson Valley Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Hudson Valley Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.6M in Q3 2023.
995 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.