Fountainhead AM’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Fountainhead AM’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	$29.8K	Sell	562 -2,152	-79%	-$123K	0.02%	167
2026 Q1	$166K	Buy	2,714 +2,017	+289%	+$108K	0.15%	109
2025 Q4	$31.2K	Sell	697 -10,233	-94%	-$456K	0.05%	115
2025 Q3	$488K	Buy	10,930 +222	+2%	+$9.72K	0.06%	124
2025 Q2	$454K	Sell	10,708 -500	-4%	-$20.8K	0.07%	123
2025 Q1	$524K	Buy	11,208 +3,012	+37%	+$136K	0.09%	83
2024 Q4	$351K	Buy	8,196 +1,704	+26%	+$77.4K	0.06%	109
2024 Q3	$285K	Buy	6,492 +602	+10%	+$26.9K	0.06%	115
2024 Q2	$268K	Buy	5,890 +484	+9%	+$22.5K	0.06%	104
2024 Q1	$255K	Buy	+5,406	New	+$232K	0.06%	109

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

Fountainhead AM's XLE Position: Q2 2026 in Review

Fountainhead AM reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 79% in Q2 2026, selling an estimated $123K and leaving 562 shares worth $29.8K. The position accounts for 0.02% of the portfolio, ranked #167.

Fountainhead AM first reported a position in XLE in Q1 2024 and has held it in 10 quarters since. The position peaked at $524K in Q1 2025. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Fountainhead AM held 562 shares of State Street Energy Select Sector SPDR ETF worth $29.8K as of Q2 2026.
Fountainhead AM sold 2,152 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $123K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Fountainhead AM's portfolio in Q2 2026, its #167 holding.
Fountainhead AM first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Fountainhead AM's State Street Energy Select Sector SPDR ETF position peaked at $524K in Q1 2025.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.