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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.45M Sell
23,599
-2,455
-9% -$149K 0.29% 78
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

Fairvoy Private Wealth's XLE Position: Q3 2026 in Review

Fairvoy Private Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.4% in Q3 2026, selling an estimated $149K and leaving 23,599 shares worth $1.45M. The position accounts for 0.29% of the portfolio, ranked #78.

Fairvoy Private Wealth first reported a position in XLE in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.97M in Q1 2026. 649 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Fairvoy Private Wealth held 23,599 shares of State Street Energy Select Sector SPDR ETF worth $1.45M as of Q3 2026.
  • Fairvoy Private Wealth sold 2,455 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $149K.
  • State Street Energy Select Sector SPDR ETF made up 0.29% of Fairvoy Private Wealth's portfolio in Q3 2026, its #78 holding.
  • Fairvoy Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
  • Fairvoy Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $1.97M in Q1 2026.
  • 649 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Fairvoy Private Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.