Forvis Mazars Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Forvis Mazars Wealth 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 Q1	$875K	Sell	14,281 -402	-3%	-$21.6K	0.02%	225
2025 Q4	$656K	Buy	14,683 +1	+0%	+$45	0.01%	252
2025 Q3	$656K	Buy	14,682 +340	+2%	+$14.9K	0.01%	250
2025 Q2	$608K	Buy	14,342 +34	+0.2%	+$1.42K	0.01%	253
2025 Q1	$669K	Buy	14,308 +266	+2%	+$12K	0.02%	241
2024 Q4	$601K	Buy	14,042 +228	+2%	+$10.4K	0.01%	287
2024 Q3	$606K	Sell	13,814 -390	-3%	-$17.4K	0.01%	289
2024 Q2	$647K	Hold	14,204	–	–	0.02%	252
2024 Q1	$671K	Sell	14,204 -2,006	-12%	-$86.2K	0.02%	252
2023 Q4	$680K	Buy	16,210 +676	+4%	+$28.9K	0.02%	245
2023 Q3	$702K	Buy	15,534 +480	+3%	+$21K	0.02%	229
2023 Q2	$611K	Buy	15,054 +148	+1%	+$6.03K	0.02%	261
2023 Q1	$617K	Buy	14,906 +364	+3%	+$15.6K	0.02%	239
2022 Q4	$636K	Sell	14,542 -1,740	-11%	-$75.7K	0.02%	232
2022 Q3	$586K	Sell	16,282 -376	-2%	-$14.2K	0.02%	244
2022 Q2	$596K	Buy	16,658 +412	+3%	+$16.5K	0.02%	230
2022 Q1	$621K	Buy	+16,246	New	+$563K	0.03%	174
2021 Q2	–	Sell	-16,334	Closed	-$401K	–	278
2021 Q1	$401K	Buy	16,334 +2,324	+17%	+$53.6K	0.02%	191
2020 Q4	$265K	Buy	+14,010	New	+$241K	0.01%	306

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Forvis Mazars Wealth Advisors's XLE Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.7% in Q1 2026, selling an estimated $21.6K and leaving 14,281 shares worth $875K. The position accounts for 0.02% of the portfolio, ranked #225.

Forvis Mazars Wealth Advisors first reported a position in XLE in Q4 2020 and has held it in 19 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Forvis Mazars Wealth Advisors held 14,281 shares of State Street Energy Select Sector SPDR ETF worth $875K as of Q1 2026.
Forvis Mazars Wealth Advisors sold 402 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $21.6K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #225 holding.
Forvis Mazars Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 19 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.