MH & Associates Securities Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MH & Associates Securities Management’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	$14.9K	Hold	280	–	–	0.01%	70
2026 Q1	$17.2K	Hold	280	–	–	0.02%	67
2025 Q4	$12.5K	Buy	+280	New	+$12.5K	0.01%	75

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

MH & Associates Securities Management's XLE Position: Q2 2026 in Review

MH & Associates Securities Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 280 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #70.

MH & Associates Securities Management first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.2K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

MH & Associates Securities Management held 280 shares of State Street Energy Select Sector SPDR ETF worth $14.9K as of Q2 2026.
MH & Associates Securities Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of MH & Associates Securities Management's portfolio in Q2 2026, its #70 holding.
MH & Associates Securities Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
MH & Associates Securities Management's State Street Energy Select Sector SPDR ETF position peaked at $17.2K in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on MH & Associates Securities Management's 13F filing for Q2 2026, filed 28 Jul 2026.