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

Fiduciary Trust’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	$2.21M	Buy	36,006 +1,634	+5%	+$87.7K	0.03%	266
2025 Q4	$1.54M	Sell	34,372 -5,514	-14%	-$246K	0.02%	334
2025 Q3	$1.78M	Sell	39,886 -34,228	-46%	-$1.5M	0.02%	300
2025 Q2	$3.14M	Buy	74,114 +1,164	+2%	+$48.5K	0.04%	221
2025 Q1	$3.41M	Sell	72,950 -16,964	-19%	-$765K	0.04%	208
2024 Q4	$3.85M	Buy	89,914 +2,056	+2%	+$93.4K	0.05%	192
2024 Q3	$3.86M	Buy	87,858 +2,230	+3%	+$99.7K	0.05%	194
2024 Q2	$3.9M	Buy	85,628 +460	+0.5%	+$21.4K	0.06%	182
2024 Q1	$4.02M	Sell	85,168 -1,286	-1%	-$55.2K	0.06%	178
2023 Q4	$3.62M	Sell	86,454 -4,028	-4%	-$172K	0.06%	183
2023 Q3	$4.09M	Buy	90,482 +2,672	+3%	+$117K	0.07%	158
2023 Q2	$3.56M	Buy	87,810 +1,360	+2%	+$55.4K	0.06%	180
2023 Q1	$3.58M	Buy	86,450 +3,414	+4%	+$146K	0.07%	173
2022 Q4	$3.63M	Buy	83,036 +42,470	+105%	+$1.85M	0.07%	176
2022 Q3	$1.46M	Buy	40,566 +4,030	+11%	+$152K	0.03%	269
2022 Q2	$1.31M	Buy	36,536 +13,798	+61%	+$554K	0.03%	290
2022 Q1	$869K	Buy	22,738 +1,922	+9%	+$66.6K	0.02%	370
2021 Q4	$577K	Buy	20,816 +3,080	+17%	+$87K	0.01%	452
2021 Q3	$462K	Buy	17,736 +1,826	+11%	+$45.2K	0.01%	485
2021 Q2	$428K	Hold	15,910	–	–	0.01%	487
2021 Q1	$390K	Buy	15,910 +3,000	+23%	+$69.2K	0.01%	491
2020 Q4	$244K	Sell	12,910 -1,252	-9%	-$21.6K	0.01%	533
2020 Q3	$212K	Sell	14,162 -3,988	-22%	-$70.8K	0.01%	522
2020 Q2	$344K	Buy	18,150 +4,350	+32%	+$80.9K	0.01%	435
2020 Q1	$200K	Buy	+13,800	New	+$327K	0.01%	474
2014 Q4	–	Sell	-13,512	Closed	-$613K	–	359
2014 Q3	$613K	Sell	13,512 -574	-4%	-$27.8K	0.03%	229
2014 Q2	$705K	Buy	14,086 +3,500	+33%	+$166K	0.03%	218
2014 Q1	$472K	Buy	10,586 +256	+2%	+$11K	0.02%	236
2013 Q4	$457K	Buy	+10,330	New	+$445K	0.02%	230

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 Trust's XLE Position: Q1 2026 in Review

Fiduciary Trust increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.8% in Q1 2026, buying an estimated $87.7K and bringing the position to 36,006 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #266.

Fiduciary Trust first reported a position in XLE in Q4 2013 and has held it in 29 quarters since. The position peaked at $4.09M in Q3 2023. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Fiduciary Trust held 36,006 shares of State Street Energy Select Sector SPDR ETF worth $2.21M as of Q1 2026.
Fiduciary Trust bought 1,634 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $87.7K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Fiduciary Trust's portfolio in Q1 2026, its #266 holding.
Fiduciary Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 29 quarters since.
Fiduciary Trust's State Street Energy Select Sector SPDR ETF position peaked at $4.09M in Q3 2023.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.