Fiduciary Financial Group’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
$481K Buy
7,820
+3,540
+83% +$215K 0.06% 203
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

Fiduciary Financial Group's XLE Position: Q3 2026 in Review

Fiduciary Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 83% in Q3 2026, buying an estimated $215K and bringing the position to 7,820 shares worth $481K. The position accounts for 0.06% of the portfolio, ranked #203.

Fiduciary Financial Group first reported a position in XLE in Q1 2026 and has held it in 3 quarters since. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Fiduciary Financial Group held 7,820 shares of State Street Energy Select Sector SPDR ETF worth $481K as of Q3 2026.
  • Fiduciary Financial Group bought 3,540 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $215K.
  • State Street Energy Select Sector SPDR ETF made up 0.06% of Fiduciary Financial Group's portfolio in Q3 2026, its #203 holding.
  • Fiduciary Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

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