Fort Point Capital Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Fort Point Capital Partners’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
2025 Q3	–	Sell	-107,600	Closed	-$4.56M	–	315
2025 Q2	$4.56M	Buy	+107,600	New	+$4.48M	0.33%	51
2023 Q1	–	Sell	-800	Closed	-$35K	–	298
2022 Q4	$35K	Buy	+800	New	+$34.8K	0.01%	267

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

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. 2,103 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.
2,103 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.