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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 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. 2,036 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.
2,036 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.