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Highland Investment Advisors LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Highland Investment Advisors LLC’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 		$56K Buy
+1,054
New +$60.3K 0.02% 174

Other funds holding XLE

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
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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Highland Investment Advisors LLC's XLE Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 1,054 shares worth $56K. The stake represents 0.02% of the portfolio and ranks #174 among its holdings.

1,757 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Highland Investment Advisors LLC held 1,054 shares of State Street Energy Select Sector SPDR ETF worth $56K as of Q2 2026.
  • State Street Energy Select Sector SPDR ETF was a new Highland Investment Advisors LLC position in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #174 holding.
  • 1,757 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.