Founders Capital Management (Texas)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Founders Capital Management (Texas)’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	$136K	Buy	2,565 +3	+0.1%	+$172	0.06%	78
2026 Q1	$157K	Buy	2,562 +3	+0.1%	+$161	0.08%	61
2025 Q4	$114K	Buy	2,559 +3	+0.1%	+$134	0.06%	78
2025 Q3	$114K	Buy	2,556 +4	+0.2%	+$175	0.06%	74
2025 Q2	$108K	Buy	2,552 +4	+0.2%	+$167	0.06%	78
2025 Q1	$119K	Buy	2,548 +2	+0.1%	+$90	0.08%	67
2024 Q4	$109K	Buy	2,546 +70	+3%	+$3.18K	0.07%	70
2024 Q3	$109K	Buy	2,476 +54	+2%	+$2.41K	0.07%	77
2024 Q2	$110K	Buy	2,422 +144	+6%	+$6.71K	0.07%	74
2024 Q1	$108K	Buy	2,278 +72	+3%	+$3.09K	0.07%	80
2023 Q4	$92.5K	Buy	2,206 +4	+0.2%	+$171	0.07%	87
2023 Q3	$99.5K	Buy	2,202 +1,670	+314%	+$73.1K	0.08%	78
2023 Q2	$21.6K	Buy	532 +124	+30%	+$5.05K	0.02%	228
2023 Q1	$17K	Buy	408 +4	+1%	+$171	0.01%	259
2022 Q4	$18K	Buy	404 +4	+1%	+$174	0.01%	241
2022 Q3	$14K	Buy	400 +4	+1%	+$151	0.01%	263
2022 Q2	$14K	Buy	396 +8	+2%	+$321	0.01%	275
2022 Q1	$11K	Hold	388	–	–	0.01%	265
2021 Q4	$11K	Buy	388 +4	+1%	+$113	0.01%	265
2021 Q3	$10K	Buy	384 +4	+1%	+$99	0.01%	276
2021 Q2	$10K	Buy	380 +4	+1%	+$104	0.01%	267
2021 Q1	$9K	Buy	376 +4	+1%	+$92	0.01%	252
2020 Q4	$7K	Buy	+372	New	+$6.41K	0.01%	267
2020 Q1	$6K	Hold	400	–	–	0.01%	262
2019 Q4	$12K	Hold	400	–	–	0.01%	238
2019 Q3	$12K	Hold	400	–	–	0.01%	241
2019 Q2	$13K	Hold	400	–	–	0.01%	239
2019 Q1	$13K	Hold	400	–	–	0.01%	237
2018 Q4	$11K	Sell	400 -800	-67%	-$26.8K	0.01%	234
2018 Q3	$45K	Sell	1,200 -400	-25%	-$15K	0.04%	123
2018 Q2	$61K	Hold	1,600	–	–	0.05%	107
2018 Q1	$54K	Hold	1,600	–	–	0.05%	134
2017 Q4	$58K	Hold	1,600	–	–	0.05%	130
2017 Q3	$55K	Hold	1,600	–	–	0.05%	131
2017 Q2	$52K	Buy	1,600 +400	+33%	+$13.4K	0.05%	134
2017 Q1	$42K	Buy	+1,200	New	+$43.4K	0.04%	150

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Founders Capital Management (Texas)'s XLE Position: Q2 2026 in Review

Founders Capital Management (Texas) increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.12% in Q2 2026, buying an estimated $172 and bringing the position to 2,565 shares worth $136K. The position accounts for 0.06% of the portfolio, ranked #78.

Founders Capital Management (Texas) first reported a position in XLE in Q1 2017 and has held it in 36 quarters since. The position peaked at $157K in Q1 2026. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Founders Capital Management (Texas) held 2,565 shares of State Street Energy Select Sector SPDR ETF worth $136K as of Q2 2026.
Founders Capital Management (Texas) bought 3 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $172.
State Street Energy Select Sector SPDR ETF made up 0.06% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #78 holding.
Founders Capital Management (Texas) first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and has held it in 36 quarters since.
Founders Capital Management (Texas)'s State Street Energy Select Sector SPDR ETF position peaked at $157K in Q1 2026.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.