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YHB Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

YHB Investment Advisors’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 		$1.68M Buy
31,560
+8,205
+35% +$469K 0.11% 137
2026
Q1 		$1.43M Buy
23,355
+1,774
+8% +$95.2K 0.1% 142
2025
Q4 		$965K Sell
21,581
-899
-4% -$40K 0.07% 172
2025
Q3 		$1M Sell
22,480
-1,340
-6% -$58.7K 0.07% 161
2025
Q2 		$1.01M Buy
23,820
+7,394
+45% +$308K 0.08% 158
2025
Q1 		$768K Sell
16,426
-292
-2% -$13.2K 0.06% 165
2024
Q4 		$716K Sell
16,718
-2,702
-14% -$123K 0.06% 171
2024
Q3 		$853K Buy
19,420
+3,048
+19% +$136K 0.07% 158
2024
Q2 		$746K Buy
16,372
+486
+3% +$22.6K 0.06% 165
2024
Q1 		$750K Buy
15,886
+216
+1% +$9.28K 0.07% 163
2023
Q4 		$657K Buy
15,670
+30
+0.2% +$1.28K 0.06% 164
2023
Q3 		$707K Sell
15,640
-160
-1% -$7K 0.07% 157
2023
Q2 		$641K Sell
15,800
-1,658
-9% -$67.5K 0.06% 172
2023
Q1 		$723K Buy
17,458
+180
+1% +$7.7K 0.07% 163
2022
Q4 		$756K Sell
17,278
-134
-0.8% -$5.83K 0.08% 159
2022
Q3 		$627K Sell
17,412
-552
-3% -$20.9K 0.07% 171
2022
Q2 		$642K Buy
17,964
+54
+0.3% +$2.17K 0.07% 170
2022
Q1 		$685K Sell
17,910
-798
-4% -$27.6K 0.06% 176
2021
Q4 		$519K Sell
18,708
-1,650
-8% -$46.6K 0.04% 205
2021
Q3 		$530K Sell
20,358
-1,612
-7% -$39.9K 0.05% 196
2021
Q2 		$592K Sell
21,970
-216
-1% -$5.62K 0.05% 190
2021
Q1 		$537K Sell
22,186
-4,046
-15% -$93.3K 0.05% 194
2020
Q4 		$497K Sell
26,232
-150
-0.6% -$2.58K 0.05% 193
2020
Q3 		$395K Buy
26,382
+7,338
+39% +$130K 0.04% 202
2020
Q2 		$360K Sell
19,044
-3,768
-17% -$70.1K 0.05% 145
2020
Q1 		$331K Buy
22,812
+86
+0.4% +$2.04K 0.06% 135
2019
Q4 		$682K Buy
22,726
+13,590
+149% +$403K 0.1% 124
2019
Q3 		$270K Buy
9,136
+830
+10% +$25.1K 0.04% 164
2019
Q2 		$265K Sell
8,306
-650
-7% -$20.8K 0.04% 164
2019
Q1 		$296K Buy
8,956
+120
+1% +$3.85K 0.05% 162
2018
Q4 		$253K Buy
+8,836
New +$296K 0.05% 159

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

YHB Investment Advisors's XLE Position: Q2 2026 in Review

YHB Investment Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 35% in Q2 2026, buying an estimated $469K and bringing the position to 31,560 shares worth $1.68M. The position accounts for 0.11% of the portfolio, ranked #137.

YHB Investment Advisors first reported a position in XLE in Q4 2018 and has held it in 31 quarters since. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • YHB Investment Advisors held 31,560 shares of State Street Energy Select Sector SPDR ETF worth $1.68M as of Q2 2026.
  • YHB Investment Advisors bought 8,205 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $469K.
  • State Street Energy Select Sector SPDR ETF made up 0.11% of YHB Investment Advisors's portfolio in Q2 2026, its #137 holding.
  • YHB Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • 700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.