FWL Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
FWL Investment Management's XLE Position: Q2 2026 in Review
FWL Investment Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 411% in Q2 2026, buying an estimated $107K and bringing the position to 2,321 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #137.
FWL Investment Management first reported a position in XLE in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.29M in Q1 2023. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- FWL Investment Management held 2,321 shares of State Street Energy Select Sector SPDR ETF worth $123K as of Q2 2026.
- FWL Investment Management bought 1,867 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $107K.
- State Street Energy Select Sector SPDR ETF made up 0.02% of FWL Investment Management's portfolio in Q2 2026, its #137 holding.
- FWL Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
- FWL Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $3.29M in Q1 2023.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.