Forum Finance Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Forum Finance Group’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	$34K	Sell	800 -2,800	-78%	-$160K	0.01%	250
2026 Q1	$173K	Buy	+3,600	New	+$193K	0.09%	138

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

Forum Finance Group's XLE Position: Q2 2026 in Review

Forum Finance Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 78% in Q2 2026, selling an estimated $160K and leaving 800 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #250.

Forum Finance Group first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $173K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Forum Finance Group held 800 shares of State Street Energy Select Sector SPDR ETF worth $34K as of Q2 2026.
Forum Finance Group sold 2,800 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $160K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Forum Finance Group's portfolio in Q2 2026, its #250 holding.
Forum Finance Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
Forum Finance Group's State Street Energy Select Sector SPDR ETF position peaked at $173K in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.