Formidable Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Formidable Asset Management’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	$291K	Buy	+4,745	New	+$271K	0.05%	326
2020 Q1	–	Sell	-55,618	Closed	-$1.67M	–	284
2019 Q4	$1.67M	Buy	55,618 +5,272	+10%	+$156K	0.52%	42
2019 Q3	$1.49M	Buy	50,346 +624	+1%	+$18.9K	1.38%	14
2019 Q2	$1.58M	Buy	+49,722	New	+$1.59M	0.54%	41
2016 Q2	–	Sell	-140	Closed	-$4K	–	433
2016 Q1	$4K	Hold	140	–	–	﹤0.01%	430
2015 Q4	$4K	Sell	140 -1,200	-90%	-$39.5K	﹤0.01%	482
2015 Q3	$41K	Hold	1,340	–	–	0.03%	252
2015 Q2	$50K	Hold	1,340	–	–	0.03%	215
2015 Q1	$54K	Hold	1,340	–	–	0.04%	196
2014 Q4	$53K	Buy	1,340 +1,200	+857%	+$49.9K	0.04%	191
2014 Q3	$6K	Hold	140	–	–	﹤0.01%	385
2014 Q2	$7K	Sell	140 -100	-42%	-$4.73K	﹤0.01%	401
2014 Q1	$11K	Hold	240	–	–	0.01%	315
2013 Q4	$10K	Hold	240	–	–	0.01%	346
2013 Q3	$10K	Buy	+240	New	+$9.89K	0.01%	309

Other funds holding XLE

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

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Formidable Asset Management's XLE Position: Q2 2026 in Review

Formidable Asset Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 4,745 shares worth $291K. The stake represents 0.05% of the portfolio and ranks #326 among its holdings. This is a return to the name: Formidable Asset Management previously reported a position in XLE as recently as Q4 2019.

Formidable Asset Management first reported a position in XLE in Q3 2013 and has held it in 15 quarters since. The position peaked at $1.67M in Q4 2019. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Formidable Asset Management held 4,745 shares of State Street Energy Select Sector SPDR ETF worth $291K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Formidable Asset Management position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.05% of Formidable Asset Management's portfolio in Q2 2026, its #326 holding.
Formidable Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2013 and has held it in 15 quarters since.
Formidable Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $1.67M in Q4 2019.
386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.