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

Fort Washington Investment 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	$278K	Sell	5,233 -518	-9%	-$29.6K	﹤0.01%	387
2026 Q1	$352K	Buy	5,751 +135	+2%	+$7.24K	﹤0.01%	365
2025 Q4	$251K	Sell	5,616 -574	-9%	-$25.6K	﹤0.01%	392
2025 Q3	$277K	Sell	6,190 -810	-12%	-$35.5K	﹤0.01%	376
2025 Q2	$297K	Sell	7,000 -1,002	-13%	-$41.7K	﹤0.01%	359
2025 Q1	$374K	Sell	8,002 -566	-7%	-$25.5K	﹤0.01%	340
2024 Q4	$367K	Sell	8,568 -600	-7%	-$27.3K	﹤0.01%	340
2024 Q3	$402K	Buy	9,168 +166	+2%	+$7.42K	﹤0.01%	345
2024 Q2	$410K	Hold	9,002	–	–	﹤0.01%	341
2024 Q1	$425K	Buy	9,002 +320	+4%	+$13.7K	﹤0.01%	340
2023 Q4	$364K	Sell	8,682 -46	-0.5%	-$1.97K	﹤0.01%	340
2023 Q3	$394K	Hold	8,728	–	–	﹤0.01%	321
2023 Q2	$354K	Sell	8,728 -46	-0.5%	-$1.87K	﹤0.01%	331
2023 Q1	$363K	Hold	8,774	–	–	﹤0.01%	333
2022 Q4	$384K	Hold	8,774	–	–	﹤0.01%	331
2022 Q3	$316K	Hold	8,774	–	–	﹤0.01%	363
2022 Q2	$314K	Sell	8,774 -644	-7%	-$25.8K	﹤0.01%	365
2022 Q1	$360K	Buy	9,418 +644	+7%	+$22.3K	﹤0.01%	431
2021 Q4	$243K	Hold	8,774	–	–	﹤0.01%	481
2021 Q3	$229K	Buy	8,774 +200	+2%	+$4.96K	﹤0.01%	484
2021 Q2	$231K	Buy	8,574 +200	+2%	+$5.2K	﹤0.01%	488
2021 Q1	$205K	Buy	+8,374	New	+$193K	﹤0.01%	483
2020 Q1	–	Sell	-8,674	Closed	-$260K	–	495
2019 Q4	$260K	Buy	+8,674	New	+$257K	﹤0.01%	456

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Fort Washington Investment Advisors's XLE Position: Q2 2026 in Review

Fort Washington Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9% in Q2 2026, selling an estimated $29.6K and leaving 5,233 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Fort Washington Investment Advisors first reported a position in XLE in Q4 2019 and has held it in 23 quarters since. The position peaked at $425K in Q1 2024. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Fort Washington Investment Advisors held 5,233 shares of State Street Energy Select Sector SPDR ETF worth $278K as of Q2 2026.
Fort Washington Investment Advisors sold 518 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $29.6K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #387 holding.
Fort Washington Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 23 quarters since.
Fort Washington Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $425K in Q1 2024.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.