Fiduciary Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Fiduciary Financial Group’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	$227K	Buy	4,280 +276	+7%	+$15.8K	0.03%	349
2026 Q1	$245K	Buy	+4,004	New	+$215K	0.03%	305

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Fiduciary Financial Group's XLE Position: Q2 2026 in Review

Fiduciary Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.9% in Q2 2026, buying an estimated $15.8K and bringing the position to 4,280 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #349.

Fiduciary Financial Group first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $245K in Q1 2026. 992 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Fiduciary Financial Group held 4,280 shares of State Street Energy Select Sector SPDR ETF worth $227K as of Q2 2026.
Fiduciary Financial Group bought 276 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $15.8K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #349 holding.
Fiduciary Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
Fiduciary Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $245K in Q1 2026.
992 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.