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: Q3 2026 in Review
Forvis Mazars Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 16% in Q3 2026, buying an estimated $163K and bringing the position to 19,871 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #206.
Forvis Mazars Wealth Advisors first reported a position in XLE in Q4 2020 and has held it in 21 quarters since. 883 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Forvis Mazars Wealth Advisors held 19,871 shares of State Street Energy Select Sector SPDR ETF worth $1.22M as of Q3 2026.
- Forvis Mazars Wealth Advisors bought 2,690 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $163K.
- State Street Energy Select Sector SPDR ETF made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #206 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 21 quarters since.
- 883 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.