Foster Dykema Cabot & Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Foster Dykema Cabot & Partners’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	$6.16K	Hold	116	–	–	﹤0.01%	275
2026 Q1	$7.11K	Hold	116	–	–	﹤0.01%	270
2025 Q4	$5.19K	Sell	116 -546	-82%	-$24.3K	﹤0.01%	282
2025 Q3	$29.6K	Hold	662	–	–	﹤0.01%	263
2025 Q2	$28.1K	Hold	662	–	–	﹤0.01%	232
2025 Q1	$30.9K	Buy	662 +546	+471%	+$24.6K	﹤0.01%	219
2024 Q4	$4.97K	Hold	116	–	–	﹤0.01%	331
2024 Q3	$5.09K	Hold	116	–	–	﹤0.01%	408
2024 Q2	$5.29K	Hold	116	–	–	﹤0.01%	289
2024 Q1	$5.48K	Hold	116	–	–	﹤0.01%	296
2023 Q4	$4.86K	Buy	+116	New	+$4.96K	﹤0.01%	239

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

Foster Dykema Cabot & Partners's XLE Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 116 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Foster Dykema Cabot & Partners first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.9K in Q1 2025. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Foster Dykema Cabot & Partners held 116 shares of State Street Energy Select Sector SPDR ETF worth $6.16K as of Q2 2026.
Foster Dykema Cabot & Partners left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #275 holding.
Foster Dykema Cabot & Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Foster Dykema Cabot & Partners's State Street Energy Select Sector SPDR ETF position peaked at $30.9K in Q1 2025.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.