Key Client Fiduciary Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Key Client Fiduciary Advisors’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	–	Sell	-9,025	Closed	-$553K	–	241
2026 Q1	$553K	Buy	9,025 +21	+0.2%	+$1.13K	0.19%	113
2025 Q4	$403K	Buy	9,004 +204	+2%	+$9.09K	0.14%	129
2025 Q3	$393K	Buy	8,800 +26	+0.3%	+$1.14K	0.13%	136
2025 Q2	$372K	Buy	8,774 +114	+1%	+$4.75K	0.15%	134
2025 Q1	$405K	Buy	8,660 +246	+3%	+$11.1K	0.18%	120
2024 Q4	$360K	Buy	8,414 +52	+0.6%	+$2.36K	0.16%	128
2024 Q3	$367K	Sell	8,362 -324	-4%	-$14.5K	0.16%	129
2024 Q2	$396K	Sell	8,686 -1,330	-13%	-$61.9K	0.2%	109
2024 Q1	$473K	Buy	10,016 +2,396	+31%	+$103K	0.25%	102
2023 Q4	$319K	Buy	7,620 +456	+6%	+$19.5K	0.19%	128
2023 Q3	$324K	Sell	7,164 -898	-11%	-$39.3K	0.2%	118
2023 Q2	$327K	Sell	8,062 -1,628	-17%	-$66.3K	0.19%	119
2023 Q1	$401K	Buy	9,690 +2,184	+29%	+$93.4K	0.25%	92
2022 Q4	$328K	Buy	7,506 +1,408	+23%	+$61.3K	0.22%	105
2022 Q3	$220K	Buy	6,098 +2	+0%	+$76	0.2%	96
2022 Q2	$218K	Buy	6,096 +46	+0.8%	+$1.85K	0.21%	100
2022 Q1	$231K	Sell	6,050 -39,034	-87%	-$1.35M	0.18%	112
2021 Q4	$1.25M	Buy	+45,084	New	+$1.27M	1.03%	28

Other funds holding XLE

FMI

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

JMFC

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

AWM

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Key Client Fiduciary Advisors's XLE Position: Q2 2026 in Review

Key Client Fiduciary Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 9,025 shares — an estimated $553K sold.

Key Client Fiduciary Advisors first reported a position in XLE in Q4 2021 and held it in 18 quarters. The position peaked at $1.25M in Q4 2021. 547 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Key Client Fiduciary Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Key Client Fiduciary Advisors sold 9,025 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $553K.
Key Client Fiduciary Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 18 quarters.
Key Client Fiduciary Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.25M in Q4 2021.
547 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.