Forvis Mazars Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Forvis Mazars Wealth Advisors's XLE Position: Q2 2026 in Review
Forvis Mazars Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 20% in Q2 2026, buying an estimated $166K and bringing the position to 17,181 shares worth $912K. The position accounts for 0.02% of the portfolio, ranked #228.
Forvis Mazars Wealth Advisors first reported a position in XLE in Q4 2020 and has held it in 20 quarters since. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Forvis Mazars Wealth Advisors held 17,181 shares of State Street Energy Select Sector SPDR ETF worth $912K as of Q2 2026.
- Forvis Mazars Wealth Advisors bought 2,900 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $166K.
- State Street Energy Select Sector SPDR ETF made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #228 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 20 quarters since.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.