Forte Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Forte Capital’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 Q2	$1.13M	Buy	+26,684	New	+$1.11M	0.12%	114

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Forte Capital's XLE Position: Q2 2025 in Review

Forte Capital opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025: 26,684 shares worth $1.13M. The stake represents 0.12% of the portfolio and ranks #114 among its holdings.

1,751 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Forte Capital held 26,684 shares of State Street Energy Select Sector SPDR ETF worth $1.13M as of Q2 2025.
State Street Energy Select Sector SPDR ETF was a new Forte Capital position in Q2 2025.
State Street Energy Select Sector SPDR ETF made up 0.12% of Forte Capital's portfolio in Q2 2025, its #114 holding.
1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.