Forza Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Forza Wealth Management’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	$1.52M	Hold	28,700	–	–	0.47%	53
2026 Q1	$1.76M	Hold	28,700	–	–	0.61%	45
2025 Q4	$1.28M	Hold	28,700	–	–	0.46%	48
2025 Q3	$1.28M	Hold	28,700	–	–	0.49%	47
2025 Q2	$1.22M	Hold	28,700	–	–	0.5%	48
2025 Q1	$1.34M	Hold	28,700	–	–	0.6%	44
2024 Q4	$1.23M	Hold	28,700	–	–	0.56%	44
2024 Q3	$1.26M	Hold	28,700	–	–	0.58%	46
2024 Q2	$1.31M	Hold	28,700	–	–	0.67%	39
2024 Q1	$1.35M	Hold	28,700	–	–	0.7%	43
2023 Q4	$1.2M	Hold	28,700	–	–	0.66%	42
2023 Q3	$1.3M	Hold	28,700	–	–	0.67%	46
2023 Q2	$1.16M	Hold	28,700	–	–	0.59%	54
2023 Q1	$1.19M	Hold	28,700	–	–	0.61%	52
2022 Q4	$1.26M	Buy	+28,700	New	+$1.25M	0.83%	36

Other funds holding XLE

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Forza Wealth Management's XLE Position: Q2 2026 in Review

Forza Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 28,700 shares worth $1.52M. The position accounts for 0.47% of the portfolio, ranked #53.

Forza Wealth Management first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.76M in Q1 2026. 453 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Forza Wealth Management held 28,700 shares of State Street Energy Select Sector SPDR ETF worth $1.52M as of Q2 2026.
Forza Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.47% of Forza Wealth Management's portfolio in Q2 2026, its #53 holding.
Forza Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.76M in Q1 2026.
453 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.