K.J. Harrison & Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

K.J. Harrison & 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	–	Sell	-40,000	Closed	-$2.45M	–	274
2026 Q1	$2.45M	Buy	+40,000	New	+$2.15M	0.4%	65
2023 Q2	–	Sell	-5,180	Closed	-$215K	–	248
2023 Q1	$215K	Buy	5,180 +404	+8%	+$17.3K	0.04%	194
2022 Q4	$283K	Buy	+4,776	New	+$208K	0.06%	189
2021 Q4	–	Sell	-9,580	Closed	-$251K	–	408
2021 Q3	$251K	Sell	9,580 -16,000	-63%	-$396K	0.04%	249
2021 Q2	$690	Sell	25,580 -86,820	-77%	-$2.26M	0.07%	189
2021 Q1	$2.76M	Buy	112,400 +40,400	+56%	+$932K	0.43%	70
2020 Q4	$1.36M	Buy	+72,000	New	+$1.24M	0.22%	131
2020 Q1	–	Sell	-157,000	Closed	-$4.71M	–	204
2019 Q4	$4.71M	Buy	+157,000	New	+$4.66M	1.18%	25
2019 Q2	–	Sell	-32,400	Closed	-$1.07M	–	175
2019 Q1	$1.07M	Sell	32,400 -1,200	-4%	-$38.5K	0.37%	80
2018 Q4	$963K	Sell	33,600 -5,800	-15%	-$194K	0.59%	52
2018 Q3	$1.49M	Hold	39,400	–	–	0.38%	92
2018 Q2	$1.5M	Hold	39,400	–	–	0.43%	82
2018 Q1	$1.33M	Sell	39,400 -20,200	-34%	-$715K	0.43%	82
2017 Q4	$2.15M	Sell	59,600 -7,400	-11%	-$255K	0.73%	50
2017 Q3	$2.29M	Buy	67,000 +38,400	+134%	+$1.25M	0.79%	44
2017 Q2	$928K	Hold	28,600	–	–	0.36%	88
2017 Q1	$1M	Sell	28,600 -2,460	-8%	-$88.9K	0.41%	78
2016 Q4	$1.17M	Sell	31,060 -1,540	-5%	-$55.7K	0.47%	67
2016 Q3	$1.15M	Hold	32,600	–	–	0.55%	61
2016 Q2	$1.11M	Hold	32,600	–	–	0.6%	61
2016 Q1	$1.01M	Hold	32,600	–	–	0.54%	65
2015 Q4	$987K	Buy	32,600 +18,000	+123%	+$592K	0.43%	78
2015 Q3	$447K	Hold	14,600	–	–	0.22%	98
2015 Q2	$549K	Hold	14,600	–	–	0.16%	124
2015 Q1	$566K	Buy	14,600 +2,000	+16%	+$77.5K	0.17%	125
2014 Q4	$499K	Buy	+12,600	New	+$524K	0.14%	112

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

K.J. Harrison & Partners's XLE Position: Q2 2026 in Review

K.J. Harrison & Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 40,000 shares — an estimated $2.45M sold.

K.J. Harrison & Partners first reported a position in XLE in Q4 2014 and held it in 26 quarters. The position peaked at $4.71M in Q4 2019. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

K.J. Harrison & Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
K.J. Harrison & Partners sold 40,000 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.45M.
K.J. Harrison & Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and held it in 26 quarters.
K.J. Harrison & Partners's State Street Energy Select Sector SPDR ETF position peaked at $4.71M in Q4 2019.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on K.J. Harrison & Partners's 13F filing for Q2 2026, filed 7 Aug 2026.