KFP
XLE icon

KMG Fiduciary Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

KMG Fiduciary Partners’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 		$4.59M Buy
86,492
+5,621
+7% +$321K 0.43% 59
2026
Q1 		$4.95M Buy
80,871
+70,307
+666% +$3.77M 0.37% 76
2025
Q4 		$472K Sell
10,564
-4,648
-31% -$207K 0.03% 200
2025
Q3 		$680K Buy
15,212
+240
+2% +$10.5K 0.05% 214
2025
Q2 		$635K Buy
14,972
+4
+0% +$167 0.05% 216
2025
Q1 		$699K Buy
14,968
+286
+2% +$12.9K 0.06% 202
2024
Q4 		$629K Sell
14,682
-1,100
-7% -$50K 0.05% 205
2024
Q3 		$693K Sell
15,782
-1,126
-7% -$50.3K 0.06% 194
2024
Q2 		$771K Buy
16,908
+20
+0.1% +$932 0.08% 165
2024
Q1 		$797K Buy
16,888
+260
+2% +$11.2K 0.08% 157
2023
Q4 		$697K Buy
16,628
+22
+0.1% +$941 0.08% 163
2023
Q3 		$750K Buy
16,606
+180
+1% +$7.88K 0.1% 151
2023
Q2 		$667K Buy
16,426
+2,328
+17% +$94.8K 0.09% 160
2023
Q1 		$584K Buy
14,098
+1,922
+16% +$82.2K 0.08% 166
2022
Q4 		$532K Buy
12,176
+2,176
+22% +$94.7K 0.09% 161
2022
Q3 		$360K Hold
10,000
– – 0.07% 156
2022
Q2 		$358K Hold
10,000
– – 0.07% 159
2022
Q1 		$382K Hold
10,000
– – 0.06% 159
2021
Q4 		$278K Hold
10,000
– – 0.04% 176
2021
Q3 		$260K Hold
10,000
– – 0.04% 178
2021
Q2 		$269K Buy
+10,000
New +$260K 0.05% 176

Other funds holding XLE

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return