Hudson Value Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hudson Value 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	$609K	Sell	11,470 -200	-2%	-$11.4K	0.15%	76
2026 Q1	$715K	Hold	11,670	–	–	0.21%	71
2025 Q4	$523K	Hold	11,670	–	–	0.16%	81
2025 Q3	$521K	Buy	11,670 +200	+2%	+$8.76K	0.16%	83
2025 Q2	$486K	Sell	11,470 -490	-4%	-$20.4K	0.17%	84
2025 Q1	$559K	Buy	11,960 +960	+9%	+$43.3K	0.21%	78
2024 Q4	$471K	Sell	11,000 -3,000	-21%	-$136K	0.18%	78
2024 Q3	$615K	Sell	14,000 -2,100	-13%	-$93.9K	0.24%	71
2024 Q2	$734K	Hold	16,100	–	–	0.31%	66
2024 Q1	$760K	Buy	16,100 +20	+0.1%	+$859	0.32%	63
2023 Q4	$674K	Sell	16,080 -1,798	-10%	-$76.9K	0.31%	66
2023 Q3	$808K	Buy	17,878 +1,038	+6%	+$45.4K	0.42%	61
2023 Q2	$683K	Buy	16,840 +1,616	+11%	+$65.8K	0.35%	67
2023 Q1	$631K	Buy	15,224 +604	+4%	+$25.8K	0.36%	68
2022 Q4	$639K	Sell	14,620 -410	-3%	-$17.8K	0.39%	65
2022 Q3	$541K	Sell	15,030 -2,000	-12%	-$75.6K	0.36%	69
2022 Q2	$609K	Buy	17,030 +1,000	+6%	+$40.1K	0.39%	62
2022 Q1	$613K	Buy	16,030 +300	+2%	+$10.4K	0.32%	72
2021 Q4	$436K	Buy	15,730 +900	+6%	+$25.4K	0.21%	88
2021 Q3	$386K	Hold	14,830	–	–	0.21%	91
2021 Q2	$399K	Buy	+14,830	New	+$386K	0.22%	88

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Hudson Value Partners's XLE Position: Q2 2026 in Review

Hudson Value Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.7% in Q2 2026, selling an estimated $11.4K and leaving 11,470 shares worth $609K. The position accounts for 0.15% of the portfolio, ranked #76.

Hudson Value Partners first reported a position in XLE in Q2 2021 and has held it in 21 quarters since. The position peaked at $808K in Q3 2023. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Hudson Value Partners held 11,470 shares of State Street Energy Select Sector SPDR ETF worth $609K as of Q2 2026.
Hudson Value Partners sold 200 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11.4K.
State Street Energy Select Sector SPDR ETF made up 0.15% of Hudson Value Partners's portfolio in Q2 2026, its #76 holding.
Hudson Value Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Hudson Value Partners's State Street Energy Select Sector SPDR ETF position peaked at $808K in Q3 2023.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.