Loring Wolcott & Coolidge Fiduciary Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Loring Wolcott & Coolidge 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	$270K	Buy	5,080 +2,080	+69%	+$119K	﹤0.01%	294
2026 Q1	$171K	Hold	3,000	–	–	﹤0.01%	327
2025 Q4	$149K	Hold	3,000	–	–	﹤0.01%	347
2025 Q3	$133K	Hold	3,000	–	–	﹤0.01%	355
2025 Q2	$127K	Hold	3,000	–	–	﹤0.01%	323
2025 Q1	$122K	Hold	3,000	–	–	﹤0.01%	314
2024 Q4	$136K	Hold	3,000	–	–	﹤0.01%	319
2024 Q3	$135K	Hold	3,000	–	–	﹤0.01%	317
2024 Q2	$138K	Hold	3,000	–	–	﹤0.01%	307
2024 Q1	$143K	Hold	3,000	–	–	﹤0.01%	301
2023 Q4	$125K	Sell	3,000 -2,348	-44%	-$100K	﹤0.01%	325
2023 Q3	$234K	Buy	5,348 +1,848	+53%	+$80.9K	﹤0.01%	265
2023 Q2	$142K	Buy	3,500 +500	+17%	+$20.4K	﹤0.01%	326
2023 Q1	$124K	Hold	3,000	–	–	﹤0.01%	324
2022 Q4	$131K	Hold	3,000	–	–	﹤0.01%	314
2022 Q3	$108K	Hold	3,000	–	–	﹤0.01%	345
2022 Q2	$107K	Hold	3,000	–	–	﹤0.01%	352
2022 Q1	$115K	Hold	3,000	–	–	﹤0.01%	362
2021 Q4	$83K	Hold	3,000	–	–	﹤0.01%	418
2021 Q3	$78K	Hold	3,000	–	–	﹤0.01%	415
2021 Q2	$81K	Buy	+3,000	New	+$78K	﹤0.01%	426
2021 Q1	–	Sell	-3,000	Closed	-$57K	–	722
2020 Q4	$57K	Hold	3,000	–	–	﹤0.01%	417
2020 Q3	$45K	Hold	3,000	–	–	﹤0.01%	409
2020 Q2	$57K	Hold	3,000	–	–	﹤0.01%	367
2020 Q1	$44K	Sell	3,000 -10,500	-78%	-$249K	﹤0.01%	394
2019 Q4	$405K	Sell	13,500 -10	-0.1%	-$297	0.01%	215
2019 Q3	$400K	Buy	13,510 +10	+0.1%	+$302	0.01%	214
2019 Q2	$430K	Hold	13,500	–	–	0.01%	207
2019 Q1	$446K	Hold	13,500	–	–	0.01%	198
2018 Q4	$387K	Hold	13,500	–	–	0.01%	210
2018 Q3	$511K	Hold	13,500	–	–	0.01%	202
2018 Q2	$513K	Hold	13,500	–	–	0.01%	200
2018 Q1	$455K	Hold	13,500	–	–	0.01%	207
2017 Q4	$488K	Hold	13,500	–	–	0.01%	202
2017 Q3	$462K	Hold	13,500	–	–	0.01%	198
2017 Q2	$450K	Hold	13,500	–	–	0.01%	199
2017 Q1	$472K	Hold	13,500	–	–	0.01%	195
2016 Q4	$508K	Hold	13,500	–	–	0.01%	190
2016 Q3	$477K	Sell	13,500 -120	-0.9%	-$4.11K	0.01%	189
2016 Q2	$465K	Hold	13,620	–	–	0.01%	190
2016 Q1	$421K	Hold	13,620	–	–	0.01%	190
2015 Q4	$411K	Buy	13,620 +12,560	+1,185%	+$413K	0.01%	210
2015 Q3	$40K	Hold	1,060	–	–	﹤0.01%	441
2015 Q2	$40K	Buy	1,060 +120	+13%	+$4.76K	﹤0.01%	441
2015 Q1	$36K	Sell	940 -260	-22%	-$10.1K	﹤0.01%	467
2014 Q4	$47K	Buy	+1,200	New	+$49.9K	﹤0.01%	432

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Loring Wolcott & Coolidge Fiduciary Advisors's XLE Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 69% in Q2 2026, buying an estimated $119K and bringing the position to 5,080 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XLE in Q4 2014 and has held it in 46 quarters since. The position peaked at $513K in Q2 2018. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 5,080 shares of State Street Energy Select Sector SPDR ETF worth $270K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 2,080 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $119K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #294 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 46 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street Energy Select Sector SPDR ETF position peaked at $513K in Q2 2018.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.