Fairview Capital Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Fairview Capital Investment Management’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	$475K	Buy	8,939 +4,334	+94%	+$248K	0.03%	140
2026 Q1	$282K	Buy	+4,605	New	+$247K	0.02%	167

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

Fairview Capital Investment Management's XLE Position: Q2 2026 in Review

Fairview Capital Investment Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 94% in Q2 2026, buying an estimated $248K and bringing the position to 8,939 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #140.

Fairview Capital Investment Management first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Fairview Capital Investment Management held 8,939 shares of State Street Energy Select Sector SPDR ETF worth $475K as of Q2 2026.
Fairview Capital Investment Management bought 4,334 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $248K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Fairview Capital Investment Management's portfolio in Q2 2026, its #140 holding.
Fairview Capital Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.