Fortitude Family Office’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
2026
Q2
$48.9K Buy
920
+520
+130% +$29.7K 0.01% 295
2026
Q1
$24.5K Hold
400
– – 0.01% 384
2025
Q4
$17.9K Hold
400
– – ﹤0.01% 429
2025
Q3
$17.9K Hold
400
– – ﹤0.01% 419
2025
Q2
$17K Hold
400
– – 0.01% 406
2025
Q1
$18.7K Hold
400
– – 0.01% 412
2024
Q4
$17.1K Hold
400
– – 0.01% 491
2024
Q3
$17.6K Buy
+400
New +$17.9K 0.01% 442
2024
Q1
– Sell
-1,166
Closed -$48.9K – 1099
2023
Q4
$48.9K Buy
+1,166
New +$49.9K 0.04% 171

Other funds holding XLE

Fortitude Family Office's XLE Position: Q2 2026 in Review

Fortitude Family Office increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 130% in Q2 2026, buying an estimated $29.7K and bringing the position to 920 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #295.

Fortitude Family Office first reported a position in XLE in Q4 2023 and has held it in 9 quarters since. The position peaked at $48.9K in Q4 2023. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Fortitude Family Office held 920 shares of State Street Energy Select Sector SPDR ETF worth $48.9K as of Q2 2026.
  • Fortitude Family Office bought 520 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $29.7K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #295 holding.
  • Fortitude Family Office first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
  • Fortitude Family Office's State Street Energy Select Sector SPDR ETF position peaked at $48.9K in Q4 2023.
  • 2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.