Fortitude Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,784
Closed -$230K 224
2025
Q1
$230K Buy
+5,784
New +$261K 0.17% 152
2022
Q2
Sell
-2,000
Closed -$76K 1323
2022
Q1
$76K Sell
2,000
-130
-6% -$4.5K 0.04% 409
2021
Q4
$58K Buy
+2,130
New +$60.2K 0.03% 504

Other funds holding XLE

Fortitude Advisory Group's XLE Position: Q2 2025 in Review

Fortitude Advisory Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 5,784 shares — an estimated $230K sold.

Fortitude Advisory Group first reported a position in XLE in Q4 2021 and held it in 3 quarters. The position peaked at $230K in Q1 2025. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

  • Fortitude Advisory Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Fortitude Advisory Group sold 5,784 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $230K.
  • Fortitude Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
  • Fortitude Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $230K in Q1 2025.
  • 1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Fortitude Advisory Group's 13F filing for Q2 2025, filed 22 Jul 2025.