Fort Sheridan Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Fort Sheridan 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	$480K	Sell	9,039 -1,960	-18%	-$112K	0.05%	197
2026 Q1	$674K	Buy	10,999 +766	+7%	+$41.1K	0.08%	150
2025 Q4	$458K	Buy	10,233 +201	+2%	+$8.95K	0.06%	182
2025 Q3	$448K	Hold	10,032	–	–	0.06%	180
2025 Q2	$425K	Hold	10,032	–	–	0.06%	175
2025 Q1	$469K	Hold	10,032	–	–	0.07%	158
2024 Q4	$430K	Hold	10,032	–	–	0.06%	173
2024 Q3	$440K	Sell	10,032 -100	-1%	-$4.47K	0.07%	167
2024 Q2	$462K	Buy	10,132 +100	+1%	+$4.66K	0.07%	156
2024 Q1	$474K	Buy	10,032 +1,110	+12%	+$47.7K	0.09%	140
2023 Q4	$374K	Buy	8,922 +46	+0.5%	+$1.97K	0.07%	146
2023 Q3	$401K	Sell	8,876 -10	-0.1%	-$438	0.09%	126
2023 Q2	$361K	Sell	8,886 -282	-3%	-$11.5K	0.08%	139
2023 Q1	$380K	Sell	9,168 -320	-3%	-$13.7K	0.1%	133
2022 Q4	$415K	Sell	9,488 -62	-0.6%	-$2.7K	0.14%	116
2022 Q3	$344K	Sell	9,550 -600	-6%	-$22.7K	0.12%	123
2022 Q2	$363K	Hold	10,150	–	–	0.12%	119
2022 Q1	$388K	Sell	10,150 -1,192	-11%	-$41.3K	0.11%	118
2021 Q4	$315K	Buy	+11,342	New	+$320K	0.09%	147

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

Fort Sheridan Advisors's XLE Position: Q2 2026 in Review

Fort Sheridan Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q2 2026, selling an estimated $112K and leaving 9,039 shares worth $480K. The position accounts for 0.05% of the portfolio, ranked #197.

Fort Sheridan Advisors first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $674K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Fort Sheridan Advisors held 9,039 shares of State Street Energy Select Sector SPDR ETF worth $480K as of Q2 2026.
Fort Sheridan Advisors sold 1,960 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $112K.
State Street Energy Select Sector SPDR ETF made up 0.05% of Fort Sheridan Advisors's portfolio in Q2 2026, its #197 holding.
Fort Sheridan Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Fort Sheridan Advisors's State Street Energy Select Sector SPDR ETF position peaked at $674K in Q1 2026.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.