Whitcomb & Hess
XLE icon

Whitcomb & Hess’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Whitcomb & Hess’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
Q3 		$13.8M Sell
223,875
-1,478
-0.7% -$89.6K 2.95% 13
2026
Q2 		$12M Buy
225,353
+3,729
+2% +$213K 2.59% 14
2026
Q1 		$13.6M Sell
221,624
-1,327
-0.6% -$71.2K 3.17% 13
2025
Q4 		$10.5M Buy
222,951
+17,309
+8% +$771K 2.47% 16
2025
Q3 		$9.19M Buy
205,642
+9,918
+5% +$434K 2.36% 17
2025
Q2 		$8.3M Buy
195,724
+3,758
+2% +$157K 2.34% 16
2025
Q1 		$8.97M Buy
191,966
+646
+0.3% +$29.1K 2.72% 14
2024
Q4 		$8.19M Buy
191,320
+618
+0.3% +$28.1K 2.53% 12
2024
Q3 		$8.37M Sell
190,702
-172
-0.1% -$7.69K 2.49% 16
2024
Q2 		$8.7M Buy
190,874
+3,202
+2% +$149K 2.71% 12
2024
Q1 		$8.86M Buy
187,672
+48
+0% +$2.06K 2.85% 12
2023
Q4 		$7.87M Buy
187,624
+546
+0.3% +$23.3K 2.7% 13
2023
Q3 		$8.46M Sell
187,078
-232
-0.1% -$10.2K 3.16% 12
2023
Q2 		$7.6M Buy
187,310
+3,168
+2% +$129K 2.78% 13
2023
Q1 		$7.63M Sell
184,142
-3,230
-2% -$138K 2.89% 13
2022
Q4 		$8.19M Sell
187,372
-5,652
-3% -$246K 3.27% 12
2022
Q3 		$6.95M Buy
193,024
+884
+0.5% +$33.4K 3.13% 12
2022
Q2 		$6.87M Sell
192,140
-1,998
-1% -$80.2K 2.97% 12
2022
Q1 		$7.42M Buy
194,138
+3,024
+2% +$105K 2.93% 10
2021
Q4 		$6.54M Sell
191,114
-41,230
-18% -$1.16M 2.57% 11
2021
Q3 		$6.05M Buy
232,344
+12,426
+6% +$308K 2.56% 11
2021
Q2 		$5.92M Buy
+219,918
New +$5.72M 2.55% 11

Other funds holding XLE

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Whitcomb & Hess's XLE Position: Q3 2026 in Review

Whitcomb & Hess reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.66% in Q3 2026, selling an estimated $89.6K and leaving 223,875 shares worth $13.8M. The position accounts for 2.95% of the portfolio, ranked #13.

Whitcomb & Hess first reported a position in XLE in Q2 2021 and has held it in 22 quarters since. 1,220 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Whitcomb & Hess held 223,875 shares of State Street Energy Select Sector SPDR ETF worth $13.8M as of Q3 2026.
  • Whitcomb & Hess sold 1,478 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $89.6K.
  • State Street Energy Select Sector SPDR ETF made up 2.95% of Whitcomb & Hess's portfolio in Q3 2026, its #13 holding.
  • Whitcomb & Hess first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 22 quarters since.
  • 1,220 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.