Sanders Morris Harris’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sanders Morris Harris’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	-3,794	Closed	-$232K	–	281
2026 Q1	$232K	Buy	+3,794	New	+$204K	0.04%	253
2025 Q1	–	Sell	-92,344	Closed	-$3.95M	–	308
2024 Q4	$3.95M	Buy	+92,344	New	+$4.2M	0.59%	29
2016 Q2	–	Sell	-15,022	Closed	-$465K	–	332
2016 Q1	$465K	Buy	+15,022	New	+$436K	0.08%	194

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

Sanders Morris Harris's XLE Position: Q2 2026 in Review

Sanders Morris Harris sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,794 shares — an estimated $232K sold.

Sanders Morris Harris first reported a position in XLE in Q1 2016 and held it in 3 quarters. The position peaked at $3.95M in Q4 2024. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sanders Morris Harris reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 3,794 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $232K.
Sanders Morris Harris first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and held it in 3 quarters.
Sanders Morris Harris's State Street Energy Select Sector SPDR ETF position peaked at $3.95M in Q4 2024.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.