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

Fielder Capital 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	$13.6M	Buy	256,177 +2,487	+1%	+$142K	2.95%	7
2026 Q1	$15.5M	Sell	253,690 -512	-0.2%	-$27.5K	3.39%	7
2025 Q4	$11.4M	Buy	254,202 +14,564	+6%	+$649K	2.42%	10
2025 Q3	$10.7M	Sell	239,638 -308	-0.1%	-$13.5K	2.44%	11
2025 Q2	$10.2M	Sell	239,946 -28,304	-11%	-$1.18M	2.71%	10
2025 Q1	$12.5M	Buy	268,250 +14,740	+6%	+$665K	3.62%	8
2024 Q4	$10.9M	Buy	253,510 +6,534	+3%	+$297K	3.38%	6
2024 Q3	$10.8M	Buy	246,976 +11,572	+5%	+$517K	3.58%	6
2024 Q2	$10.7M	Buy	235,404 +8,328	+4%	+$388K	4.12%	4
2024 Q1	$10.7M	Buy	227,076 +39,230	+21%	+$1.69M	4.79%	4
2023 Q4	$7.87M	Buy	+187,846	New	+$8.03M	4.76%	3

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Fielder Capital Group's XLE Position: Q2 2026 in Review

Fielder Capital Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.98% in Q2 2026, buying an estimated $142K and bringing the position to 256,177 shares worth $13.6M. The position accounts for 2.95% of the portfolio, ranked #7.

Fielder Capital Group first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.5M in Q1 2026. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Fielder Capital Group held 256,177 shares of State Street Energy Select Sector SPDR ETF worth $13.6M as of Q2 2026.
Fielder Capital Group bought 2,487 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $142K.
State Street Energy Select Sector SPDR ETF made up 2.95% of Fielder Capital Group's portfolio in Q2 2026, its #7 holding.
Fielder Capital Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Fielder Capital Group's State Street Energy Select Sector SPDR ETF position peaked at $15.5M in Q1 2026.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Fielder Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.