Fortis Group Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Fortis Group 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	$305K	Sell	5,739 -25,893	-82%	-$1.48M	0.05%	216
2026 Q1	$1.89M	Buy	31,632 +2,757	+10%	+$148K	0.31%	83
2025 Q4	$1.47M	Buy	28,875 +21,567	+295%	+$960K	0.25%	112
2025 Q3	$322K	Sell	7,308 -118,808	-94%	-$5.2M	0.06%	182
2025 Q2	$5.5M	Buy	126,116 +99,828	+380%	+$4.16M	1%	23
2025 Q1	$1.23M	Sell	26,288 -171,900	-87%	-$7.75M	0.24%	99
2024 Q4	$8.49M	Buy	198,188 +22,268	+13%	+$1.01M	1.58%	17
2024 Q3	$7.72M	Buy	175,920 +129,258	+277%	+$5.78M	1.43%	23
2024 Q2	$2.13M	Sell	46,662 -56,052	-55%	-$2.61M	0.42%	54
2024 Q1	$4.85M	Buy	102,714 +83,922	+447%	+$3.6M	0.89%	36
2023 Q4	$785K	Buy	18,792 +6,500	+53%	+$278K	0.19%	56
2023 Q3	$534K	Buy	+12,292	New	+$538K	0.16%	64
2023 Q2	–	Sell	-4,884	Closed	-$208K	–	143
2023 Q1	$208K	Buy	+4,884	New	+$209K	0.06%	120
2020 Q3	$97K	Buy	+6,500	New	+$115K	0.02%	198

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

Fortis Group Advisors's XLE Position: Q2 2026 in Review

Fortis Group Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 82% in Q2 2026, selling an estimated $1.48M and leaving 5,739 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #216.

Fortis Group Advisors first reported a position in XLE in Q3 2020 and has held it in 14 quarters since. The position peaked at $8.49M in Q4 2024. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Fortis Group Advisors held 5,739 shares of State Street Energy Select Sector SPDR ETF worth $305K as of Q2 2026.
Fortis Group Advisors sold 25,893 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.48M.
State Street Energy Select Sector SPDR ETF made up 0.05% of Fortis Group Advisors's portfolio in Q2 2026, its #216 holding.
Fortis Group Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and has held it in 14 quarters since.
Fortis Group Advisors's State Street Energy Select Sector SPDR ETF position peaked at $8.49M in Q4 2024.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.