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Mountain Hill Investment Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Mountain Hill Investment 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 		$5.13M Buy
96,624
+1
+0% +$57 2.91% 16
2026
Q1 		$5.92M Buy
96,623
+96,600
+420,000% +$5.18M 3.5% 17
2025
Q4 		$1.04K Sell
23
-1
-4% -$45 ﹤0.01% 179
2025
Q3 		$1.03K Buy
24
+2
+9% +$88 ﹤0.01% 186
2025
Q2 		$973 Hold
22
– – ﹤0.01% 148
2025
Q1 		$1.06K Hold
22
– – ﹤0.01% 142
2024
Q4 		$967 Buy
+22
New +$1K ﹤0.01% 149

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

Mountain Hill Investment Partners's XLE Position: Q2 2026 in Review

Mountain Hill Investment Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0% in Q2 2026, buying an estimated $57 and bringing the position to 96,624 shares worth $5.13M. The position accounts for 2.91% of the portfolio, ranked #16.

Mountain Hill Investment Partners first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.92M in Q1 2026. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Mountain Hill Investment Partners held 96,624 shares of State Street Energy Select Sector SPDR ETF worth $5.13M as of Q2 2026.
  • Mountain Hill Investment Partners bought 1 State Street Energy Select Sector SPDR ETF share in Q2 2026, an estimated $57.
  • State Street Energy Select Sector SPDR ETF made up 2.91% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #16 holding.
  • Mountain Hill Investment Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Mountain Hill Investment Partners's State Street Energy Select Sector SPDR ETF position peaked at $5.92M in Q1 2026.
  • 700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.