Fiduciary Alliance’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
$1.99M Sell
32,414
-727
-2% -$44.1K 0.15% 152
2026
Q2
$1.76M Sell
33,141
-555
-2% -$31.7K 0.12% 190
2026
Q1
$1.88M Buy
33,696
+8,153
+32% +$437K 0.11% 190
2025
Q4
$1.14M Sell
25,543
-455
-2% -$20.3K 0.07% 222
2025
Q3
$1.16M Buy
25,998
+74
+0.3% +$3.24K 0.08% 216
2025
Q2
$1.1M Buy
25,924
+11,232
+76% +$468K 0.08% 211
2025
Q1
$686K Buy
14,692
+8,028
+120% +$362K 0.07% 211
2024
Q4
$285K Buy
+6,664
New +$303K 0.03% 293
2024
Q2
– Sell
-5,930
Closed -$282K – 231
2024
Q1
$282K Sell
5,930
-398
-6% -$17.1K 0.05% 159
2023
Q4
$265K Buy
6,328
+68
+1% +$2.91K 0.05% 156
2023
Q3
$283K Sell
6,260
-38
-0.6% -$1.66K 0.07% 139
2023
Q2
$256K Buy
+6,298
New +$257K 0.05% 135
2023
Q1
– Sell
-496
Closed -$21.7K – 880
2022
Q4
$21.7K Buy
+496
New +$21.6K 0.01% 303

Other funds holding XLE

Fiduciary Alliance's XLE Position: Q3 2026 in Review

Fiduciary Alliance reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.2% in Q3 2026, selling an estimated $44.1K and leaving 32,414 shares worth $1.99M. The position accounts for 0.15% of the portfolio, ranked #152.

Fiduciary Alliance first reported a position in XLE in Q4 2022 and has held it in 13 quarters since. 580 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Fiduciary Alliance held 32,414 shares of State Street Energy Select Sector SPDR ETF worth $1.99M as of Q3 2026.
  • Fiduciary Alliance sold 727 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $44.1K.
  • State Street Energy Select Sector SPDR ETF made up 0.15% of Fiduciary Alliance's portfolio in Q3 2026, its #152 holding.
  • Fiduciary Alliance first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
  • 580 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.