Fulcrum Equity Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Fulcrum Equity 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	$974K	Sell	18,331 -10,724	-37%	-$613K	0.71%	33
2026 Q1	$1.78M	Buy	+29,055	New	+$1.56M	1.72%	10
2025 Q4	–	Sell	-6,188	Closed	-$276K	–	127
2025 Q3	$276K	Sell	6,188 -110	-2%	-$4.82K	0.28%	74
2025 Q2	$267K	Hold	6,298	–	–	0.27%	79
2025 Q1	$294K	Hold	6,298	–	–	0.32%	70
2024 Q4	$270K	Sell	6,298 -4,112	-40%	-$187K	0.27%	84
2024 Q3	$457K	Sell	10,410 -9,258	-47%	-$414K	0.39%	90
2024 Q2	$896K	Buy	19,668 +11,420	+138%	+$532K	0.8%	44
2024 Q1	$389K	Sell	8,248 -7,628	-48%	-$328K	0.46%	70
2023 Q4	$666K	Buy	15,876 +3,332	+27%	+$142K	0.82%	26
2023 Q3	$567K	Sell	12,544 -940	-7%	-$41.1K	0.66%	42
2023 Q2	$547K	Sell	13,484 -7,030	-34%	-$286K	0.63%	42
2023 Q1	$850K	Buy	20,514 +426	+2%	+$18.2K	0.8%	36
2022 Q4	$879K	Sell	20,088 -3,698	-16%	-$161K	0.72%	36
2022 Q3	$857K	Sell	23,786 -1,022	-4%	-$38.6K	0.73%	33
2022 Q2	$887K	Buy	24,808 +1,290	+5%	+$51.8K	0.72%	33
2022 Q1	$899K	Sell	23,518 -8,126	-26%	-$281K	0.53%	42
2021 Q4	$878K	Sell	31,644 -432	-1%	-$12.2K	0.33%	69
2021 Q3	$835K	Sell	32,076 -1,314	-4%	-$32.6K	0.32%	72
2021 Q2	$899K	Sell	33,390 -234	-0.7%	-$6.08K	0.34%	82
2021 Q1	$825K	Buy	+33,624	New	+$776K	0.33%	81
2019 Q4	–	Sell	-206	Closed	-$6K	–	232
2019 Q3	$6K	Buy	+206	New	+$6.23K	﹤0.01%	149

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

Fulcrum Equity Management's XLE Position: Q2 2026 in Review

Fulcrum Equity Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 37% in Q2 2026, selling an estimated $613K and leaving 18,331 shares worth $974K. The position accounts for 0.71% of the portfolio, ranked #33.

Fulcrum Equity Management first reported a position in XLE in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.78M in Q1 2026. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Fulcrum Equity Management held 18,331 shares of State Street Energy Select Sector SPDR ETF worth $974K as of Q2 2026.
Fulcrum Equity Management sold 10,724 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $613K.
State Street Energy Select Sector SPDR ETF made up 0.71% of Fulcrum Equity Management's portfolio in Q2 2026, its #33 holding.
Fulcrum Equity Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2019 and has held it in 22 quarters since.
Fulcrum Equity Management's State Street Energy Select Sector SPDR ETF position peaked at $1.78M in Q1 2026.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.