XLE SELECT SECTOR SPDR TR

Ownership history in Hamilton Capital, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Hamilton Capital, LLC reported a position in SELECT SECTOR SPDR TR (XLE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
22.77% (2024 Q1)
Avg. % of fund
13.27%
First filed
2020 Q1
Last filed
2025 Q2
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 3,547,173 +197,154 +5.9% 16.53% $300.8M $41.69
2025 Q1 ADDED 3,350,019 +26,367 +0.8% 18.95% $313.1M $45.57
2024 Q4 REDUCED 3,323,652 -34,405 -1.0% 21.65% $284.7M $41.45
2024 Q3 ADDED 3,358,057 +180,173 +5.7% 22.05% $297.5M $42.13
2024 Q2 REDUCED 3,177,884 -69,408 -2.1% 22.00% $289.7M $43.38
2024 Q1 ADDED 3,247,292 +3,225,492 +14795.8% 22.77% $304.5M $44.57
2023 Q4 REDUCED 21,800 -3,124,799 -99.3% 0.00% $57K $39.26
2023 Q4 ADDED 3,146,599 +3,124,799 +14333.9% 21.16% $263.8M $39.26
2023 Q3 REDUCED 21,800 -3,136,718 -99.3% 0.00% $58K $41.93
2023 Q3 ADDED 3,158,518 +3,136,718 +14388.6% 21.86% $285.5M $41.93
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLE price (monthly, adj. close)
← Back to Hamilton Capital, LLC Holdings