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

Fiduciary 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 Q1	$13.8M	Buy	224,837 +1,196	+0.5%	+$64.2K	1.18%	20
2025 Q4	$10M	Sell	223,641 -3,553	-2%	-$158K	0.84%	31
2025 Q3	$10.1M	Buy	227,194 +1,480	+0.7%	+$64.8K	0.89%	31
2025 Q2	$9.57M	Buy	225,714 +6,882	+3%	+$287K	0.9%	31
2025 Q1	$10.2M	Buy	218,832 +2,198	+1%	+$99.1K	1.02%	24
2024 Q4	$9.28M	Sell	216,634 -5,154	-2%	-$234K	0.93%	28
2024 Q3	$9.74M	Buy	221,788 +2,064	+0.9%	+$92.3K	0.99%	27
2024 Q2	$10M	Sell	219,724 -638	-0.3%	-$29.7K	1.08%	25
2024 Q1	$10.4M	Buy	220,362 +1,244	+0.6%	+$53.4K	1.13%	23
2023 Q4	$9.19M	Sell	219,118 -6,730	-3%	-$288K	1.08%	24
2023 Q3	$10.2M	Buy	225,848 +1,192	+0.5%	+$52.2K	1.3%	20
2023 Q2	$9.12M	Buy	224,656 +5,922	+3%	+$241K	1.12%	23
2023 Q1	$9.06M	Buy	218,734 +7,704	+4%	+$329K	1.18%	23
2022 Q4	$9.23M	Buy	211,030 +27,806	+15%	+$1.21M	1.23%	22
2022 Q3	$8.29M	Buy	183,224 +17,126	+10%	+$648K	1.07%	29
2022 Q2	$6.47M	Buy	166,098 +66,854	+67%	+$2.68M	0.81%	40
2022 Q1	$3.86M	Buy	+99,244	New	+$3.44M	0.51%	53
2015 Q3	–	Sell	-6,810	Closed	-$256K	–	195
2015 Q2	$256K	Buy	+6,810	New	+$270K	0.08%	171

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Fiduciary Group's XLE Position: Q1 2026 in Review

Fiduciary Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.53% in Q1 2026, buying an estimated $64.2K and bringing the position to 224,837 shares worth $13.8M. The position accounts for 1.18% of the portfolio, ranked #20.

Fiduciary Group first reported a position in XLE in Q2 2015 and has held it in 18 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Fiduciary Group held 224,837 shares of State Street Energy Select Sector SPDR ETF worth $13.8M as of Q1 2026.
Fiduciary Group bought 1,196 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $64.2K.
State Street Energy Select Sector SPDR ETF made up 1.18% of Fiduciary Group's portfolio in Q1 2026, its #20 holding.
Fiduciary Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2015 and has held it in 18 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.