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 Q3	$315K	Sell	5,116 -117	-2%	-$7.09K	﹤0.01%	378
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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Fort Washington Investment Advisors's XLE Position: Q3 2026 in Review

Fort Washington Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.2% in Q3 2026, selling an estimated $7.09K and leaving 5,116 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Fort Washington Investment Advisors first reported a position in XLE in Q4 2019 and has held it in 24 quarters since. The position peaked at $425K in Q1 2024. 344 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Fort Washington Investment Advisors held 5,116 shares of State Street Energy Select Sector SPDR ETF worth $315K as of Q3 2026.
Fort Washington Investment Advisors sold 117 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $7.09K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Fort Washington Investment Advisors's portfolio in Q3 2026, its #378 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 24 quarters since.
Fort Washington Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $425K in Q1 2024.
344 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.