Fifth Third Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Fifth Third Wealth Advisors’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	$3.23M	Sell	60,805 -4,245	-7%	-$243K	0.09%	157
2026 Q1	$3.98M	Sell	65,050 -18,893	-23%	-$1.01M	0.13%	122
2025 Q4	$3.75M	Buy	83,943 +5,387	+7%	+$240K	0.13%	120
2025 Q3	$3.51M	Buy	78,556 +15,044	+24%	+$659K	0.13%	120
2025 Q2	$2.69M	Buy	63,512 +6,364	+11%	+$265K	0.11%	132
2025 Q1	$2.67M	Buy	57,148 +26,800	+88%	+$1.21M	0.14%	109
2024 Q4	$1.3M	Sell	30,348 -860	-3%	-$39.1K	0.07%	175
2024 Q3	$1.37M	Buy	31,208 +13,854	+80%	+$619K	0.08%	155
2024 Q2	$791K	Buy	17,354 +10,404	+150%	+$485K	0.06%	189
2024 Q1	$328K	Buy	+6,950	New	+$299K	0.05%	182

Other funds holding XLE

JMFC

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Fifth Third Wealth Advisors's XLE Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.5% in Q2 2026, selling an estimated $243K and leaving 60,805 shares worth $3.23M. The position accounts for 0.09% of the portfolio, ranked #157.

Fifth Third Wealth Advisors first reported a position in XLE in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.98M in Q1 2026. 439 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Fifth Third Wealth Advisors held 60,805 shares of State Street Energy Select Sector SPDR ETF worth $3.23M as of Q2 2026.
Fifth Third Wealth Advisors sold 4,245 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $243K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #157 holding.
Fifth Third Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Fifth Third Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.98M in Q1 2026.
439 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.