Fidelis Capital Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Fidelis Capital Partners’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	$3.11M	Buy	58,563 +12,555	+27%	+$718K	0.18%	99
2026 Q1	$2.82M	Sell	46,008 -114	-0.2%	-$6.12K	0.2%	96
2025 Q4	$2.06M	Buy	46,122 +154	+0.3%	+$6.86K	0.15%	117
2025 Q3	$2.05M	Buy	45,968 +20	+0%	+$876	0.16%	110
2025 Q2	$1.95M	Buy	45,948 +140	+0.3%	+$5.83K	0.18%	103
2025 Q1	$1.89M	Buy	45,808 +1,930	+4%	+$87K	0.2%	91
2024 Q4	$1.93M	Buy	43,878 +1,788	+4%	+$81.3K	0.19%	95
2024 Q3	$1.89M	Buy	42,090 +6	+0%	+$268	0.23%	84
2024 Q2	$1.84M	Buy	42,084 +2	+0%	+$93	0.26%	74
2024 Q1	$1.99M	Buy	42,082 +4,726	+13%	+$203K	0.3%	65
2023 Q4	$1.57M	Buy	37,356 +7,866	+27%	+$336K	0.35%	62
2023 Q3	$1.33M	Buy	29,490 +4	+0%	+$175	0.46%	51
2023 Q2	$1.2M	Sell	29,486 -36	-0.1%	-$1.47K	0.44%	57
2023 Q1	$1.18M	Buy	+29,522	New	+$1.26M	0.5%	50

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 22.9% 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

Fidelis Capital Partners's XLE Position: Q2 2026 in Review

Fidelis Capital Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 27% in Q2 2026, buying an estimated $718K and bringing the position to 58,563 shares worth $3.11M. The position accounts for 0.18% of the portfolio, ranked #99.

Fidelis Capital Partners first reported a position in XLE in Q1 2023 and has held it in 14 quarters since. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Fidelis Capital Partners held 58,563 shares of State Street Energy Select Sector SPDR ETF worth $3.11M as of Q2 2026.
Fidelis Capital Partners bought 12,555 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $718K.
State Street Energy Select Sector SPDR ETF made up 0.18% of Fidelis Capital Partners's portfolio in Q2 2026, its #99 holding.
Fidelis Capital Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.