Fairvoy Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Fairvoy Private Wealth’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	$1.38M	Sell	26,054 -6,104	-19%	-$349K	0.28%	79
2026 Q1	$1.97M	Buy	32,158 +13,507	+72%	+$725K	0.47%	53
2025 Q4	$834K	Buy	18,651 +351	+2%	+$15.6K	0.19%	104
2025 Q3	$817K	Buy	18,300 +172	+0.9%	+$7.53K	0.19%	103
2025 Q2	$769K	Buy	18,128 +912	+5%	+$38K	0.19%	99
2025 Q1	$804K	Sell	17,216 -2,832	-14%	-$128K	0.22%	88
2024 Q4	$859K	Buy	+20,048	New	+$911K	0.23%	83

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JMFC

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

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 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

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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

Fairvoy Private Wealth's XLE Position: Q2 2026 in Review

Fairvoy Private Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 19% in Q2 2026, selling an estimated $349K and leaving 26,054 shares worth $1.38M. The position accounts for 0.28% of the portfolio, ranked #79.

Fairvoy Private Wealth first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.97M in Q1 2026. 480 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Fairvoy Private Wealth held 26,054 shares of State Street Energy Select Sector SPDR ETF worth $1.38M as of Q2 2026.
Fairvoy Private Wealth sold 6,104 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $349K.
State Street Energy Select Sector SPDR ETF made up 0.28% of Fairvoy Private Wealth's portfolio in Q2 2026, its #79 holding.
Fairvoy Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Fairvoy Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $1.97M in Q1 2026.
480 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.