FSA Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

FSA Investment Group’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	$1.97M	Buy	37,154 +11,348	+44%	+$649K	0.64%	10
2026 Q1	$1.58M	Buy	25,806 +8,929	+53%	+$479K	0.64%	13
2025 Q4	$755K	Buy	16,877 +171	+1%	+$7.62K	0.46%	13
2025 Q3	$746K	Buy	+16,706	New	+$731K	0.47%	13

Other funds holding XLE

FMI

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

FSA Investment Group's XLE Position: Q2 2026 in Review

FSA Investment Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 44% in Q2 2026, buying an estimated $649K and bringing the position to 37,154 shares worth $1.97M. The position accounts for 0.64% of the portfolio, ranked #10.

FSA Investment Group first reported a position in XLE in Q3 2025 and has held it in 4 quarters since. 831 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

FSA Investment Group held 37,154 shares of State Street Energy Select Sector SPDR ETF worth $1.97M as of Q2 2026.
FSA Investment Group bought 11,348 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $649K.
State Street Energy Select Sector SPDR ETF made up 0.64% of FSA Investment Group's portfolio in Q2 2026, its #10 holding.
FSA Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
831 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on FSA Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.