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 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

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Whitcomb & Hess's XLE Position: Q2 2026 in Review

Whitcomb & Hess increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.7% in Q2 2026, buying an estimated $213K and bringing the position to 225,353 shares worth $12M. The position accounts for 2.59% of the portfolio, ranked #14.

Whitcomb & Hess first reported a position in XLE in Q2 2021 and has held it in 21 quarters since. The position peaked at $13.6M in Q1 2026. 1,230 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Whitcomb & Hess held 225,353 shares of State Street Energy Select Sector SPDR ETF worth $12M as of Q2 2026.
Whitcomb & Hess bought 3,729 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $213K.
State Street Energy Select Sector SPDR ETF made up 2.59% of Whitcomb & Hess's portfolio in Q2 2026, its #14 holding.
Whitcomb & Hess first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Whitcomb & Hess's State Street Energy Select Sector SPDR ETF position peaked at $13.6M in Q1 2026.
1,230 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.