Fort Point Capital Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-7,323
| Closed | -$349K | – | 242 |
|
|
2025
Q4 | $349K | Sell |
7,323
-919
| -11% | -$40.9K | 0.04% | 182 |
|
|
2025
Q3 | $368K | Sell |
8,242
-54,486
| -87% | -$2.39M | 0.04% | 171 |
|
|
2025
Q2 | $2.66M | Buy |
62,728
+888
| +1% | +$37K | 0.19% | 79 |
|
|
2025
Q1 | $2.89M | Buy |
61,840
+19,138
| +45% | +$863K | 0.32% | 60 |
|
|
2024
Q4 | $1.83M | Buy |
42,702
+12
| +0% | +$545 | 0.2% | 86 |
|
|
2024
Q3 | $1.87M | Buy |
42,690
+144
| +0.3% | +$6.44K | 0.23% | 71 |
|
|
2024
Q2 | $1.94M | Buy |
42,546
+29,218
| +219% | +$1.36M | 0.25% | 71 |
|
|
2024
Q1 | $629K | Sell |
13,328
-240
| -2% | -$10.3K | 0.08% | 175 |
|
|
2023
Q4 | $569K | Buy |
13,568
+14
| +0.1% | +$599 | 0.08% | 160 |
|
|
2023
Q3 | $613K | Sell |
13,554
-36
| -0.3% | -$1.57K | 0.09% | 125 |
|
|
2023
Q2 | $552K | Sell |
13,590
-16,392
| -55% | -$668K | 0.08% | 140 |
|
|
2023
Q1 | $1.24M | Sell |
29,982
-58
| -0.2% | -$2.48K | 0.19% | 91 |
|
|
2022
Q4 | $1.31M | Sell |
30,040
-14,726
| -33% | -$641K | 0.21% | 86 |
|
|
2022
Q3 | $1.61M | Buy |
44,766
+25,130
| +128% | +$950K | 0.27% | 69 |
|
|
2022
Q2 | $702K | Sell |
19,636
-902
| -4% | -$36.2K | 0.11% | 128 |
|
|
2022
Q1 | $785K | Buy |
20,538
+264
| +1% | +$9.14K | 0.11% | 126 |
|
|
2021
Q4 | $563K | Buy |
20,274
+1,580
| +8% | +$44.6K | 0.08% | 149 |
|
|
2021
Q3 | $487K | Buy |
18,694
+2,850
| +18% | +$70.6K | 0.07% | 145 |
|
|
2021
Q2 | $427K | Sell |
15,844
-1,198
| -7% | -$31.2K | 0.08% | 110 |
|
|
2021
Q1 | $418K | Hold |
17,042
| – | – | 0.09% | 105 |
|
|
2020
Q4 | $323K | Buy |
+17,042
| New | +$294K | 0.07% | 115 |
|
|
2018
Q2 | – | Sell |
-101,874
| Closed | -$239K | – | 163 |
|
|
2018
Q1 | $239K | Buy |
101,874
+92,818
| +1,025% | +$3.29M | 0.09% | 137 |
|
|
2017
Q4 | $327K | Sell |
9,056
-6,858
| -43% | -$236K | 0.15% | 87 |
|
|
2017
Q3 | $545K | Sell |
15,914
-7,216
| -31% | -$235K | 0.26% | 66 |
|
|
2017
Q2 | $751K | Sell |
23,130
-862
| -4% | -$29K | 0.42% | 38 |
|
|
2017
Q1 | $839K | Sell |
23,992
-2,860
| -11% | -$103K | 0.43% | 43 |
|
|
2016
Q4 | $990K | Buy |
26,852
+1,932
| +8% | +$69.9K | 0.54% | 36 |
|
|
2016
Q3 | $880K | Buy |
24,920
+670
| +3% | +$23K | 0.4% | 50 |
|
|
2016
Q2 | $827K | Buy |
24,250
+356
| +1% | +$11.7K | 0.4% | 54 |
|
|
2016
Q1 | $739K | Sell |
23,894
-6,502
| -21% | -$189K | 0.38% | 52 |
|
|
2015
Q4 | $917K | Sell |
30,396
-23,516
| -44% | -$774K | 0.47% | 46 |
|
|
2015
Q3 | $1.65M | Sell |
53,912
-7,496
| -12% | -$253K | 1.01% | 23 |
|
|
2015
Q2 | $2.31M | Buy |
61,408
+51,968
| +551% | +$2.06M | 1.45% | 14 |
|
|
2015
Q1 | $366K | Buy |
+9,440
| New | +$366K | 0.24% | 39 |
|
Other funds holding XLE
VMPIC
MMH
Fort Point Capital Partners's XLE Position: Q1 2026 in Review
Fort Point Capital Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 7,323 shares — an estimated $349K sold.
Fort Point Capital Partners first reported a position in XLE in Q1 2015 and held it in 34 quarters. The position peaked at $2.89M in Q1 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.
- Fort Point Capital Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
- Fort Point Capital Partners sold 7,323 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $349K.
- Fort Point Capital Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and held it in 34 quarters.
- Fort Point Capital Partners's State Street Energy Select Sector SPDR ETF position peaked at $2.89M in Q1 2025.
- 2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.
Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.