AFG Fiduciary Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

AFG Fiduciary Services’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	$1.45M	Sell	27,251 -2,310	-8%	-$132K	1.13%	22
2026 Q1	$1.76M	Sell	29,561 -4,891	-14%	-$262K	1.03%	21
2025 Q4	$1.57M	Buy	34,452 +890	+3%	+$39.6K	0.93%	26
2025 Q3	$1.5M	Buy	33,562 +936	+3%	+$41K	0.86%	26
2025 Q2	$1.39M	Buy	32,626 +1,050	+3%	+$43.7K	0.89%	27
2025 Q1	$1.3M	Sell	31,576 -720	-2%	-$32.5K	0.95%	22
2024 Q4	$1.49M	Buy	32,296 +17,264	+115%	+$785K	1.06%	22
2024 Q3	$698K	Buy	15,032 +708	+5%	+$31.6K	0.47%	37
2024 Q2	$657K	Buy	14,324 +94	+0.7%	+$4.38K	0.46%	39
2024 Q1	$694K	Buy	14,230 +8	+0.1%	+$344	0.51%	39
2023 Q4	$595K	Buy	14,222 +1,540	+12%	+$65.8K	0.48%	41
2023 Q3	$568K	Sell	12,682 -1,422	-10%	-$62.2K	0.5%	39
2023 Q2	$574K	Buy	14,104 +626	+5%	+$25.5K	0.43%	47
2023 Q1	$558K	Sell	13,478 -53,220	-80%	-$2.28M	0.52%	37
2022 Q4	$3.39M	Buy	66,698 +52,058	+356%	+$2.27M	3.19%	6
2022 Q3	$527K	Sell	14,640 -17,500	-54%	-$662K	0.5%	38
2022 Q2	$1.15M	Buy	32,140 +2,428	+8%	+$97.4K	1%	28
2022 Q1	$1.14M	Buy	29,712 +11,924	+67%	+$413K	0.8%	31
2021 Q4	$494K	Buy	+17,788	New	+$503K	0.35%	47

Other funds holding XLE

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

AFG Fiduciary Services's XLE Position: Q2 2026 in Review

AFG Fiduciary Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.8% in Q2 2026, selling an estimated $132K and leaving 27,251 shares worth $1.45M. The position accounts for 1.13% of the portfolio, ranked #22.

AFG Fiduciary Services first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.39M in Q4 2022. 416 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

AFG Fiduciary Services held 27,251 shares of State Street Energy Select Sector SPDR ETF worth $1.45M as of Q2 2026.
AFG Fiduciary Services sold 2,310 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $132K.
State Street Energy Select Sector SPDR ETF made up 1.13% of AFG Fiduciary Services's portfolio in Q2 2026, its #22 holding.
AFG Fiduciary Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
AFG Fiduciary Services's State Street Energy Select Sector SPDR ETF position peaked at $3.39M in Q4 2022.
416 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.