AAFMAA Wealth Management & Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

AAFMAA Wealth Management & Trust’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	$1.12M	Buy	21,046 +1,479	+8%	+$84.6K	0.39%	55
2026 Q1	$1.2M	Buy	+19,567	New	+$1.05M	0.47%	49
2025 Q4	–	Sell	-28,460	Closed	-$1.27M	–	98
2025 Q3	$1.27M	Buy	28,460 +528	+2%	+$23.1K	0.5%	57
2025 Q2	$1.18M	Sell	27,932 -852	-3%	-$35.5K	0.49%	63
2025 Q1	$1.34M	Buy	28,784 +2,602	+10%	+$117K	0.61%	57
2024 Q4	$1.12M	Buy	26,182 +656	+3%	+$29.8K	0.49%	54
2024 Q3	$1.12M	Buy	25,526 +15,744	+161%	+$704K	0.49%	54
2024 Q2	$446K	Buy	+9,782	New	+$456K	0.22%	67

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

AAFMAA Wealth Management & Trust's XLE Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.6% in Q2 2026, buying an estimated $84.6K and bringing the position to 21,046 shares worth $1.12M. The position accounts for 0.39% of the portfolio, ranked #55.

AAFMAA Wealth Management & Trust first reported a position in XLE in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.34M in Q1 2025. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

AAFMAA Wealth Management & Trust held 21,046 shares of State Street Energy Select Sector SPDR ETF worth $1.12M as of Q2 2026.
AAFMAA Wealth Management & Trust bought 1,479 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $84.6K.
State Street Energy Select Sector SPDR ETF made up 0.39% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #55 holding.
AAFMAA Wealth Management & Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
AAFMAA Wealth Management & Trust's State Street Energy Select Sector SPDR ETF position peaked at $1.34M in Q1 2025.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.