Three Bearings Fiduciary Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Three Bearings 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	$956	Hold	18	–	–	﹤0.01%	275
2026 Q1	$1.1K	Hold	18	–	–	﹤0.01%	267
2025 Q4	$919	Buy	+18	New	+$802	﹤0.01%	307

Other funds holding XLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Three Bearings Fiduciary Advisors's XLE Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 18 shares worth $956. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Three Bearings Fiduciary Advisors first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1K in Q1 2026. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Three Bearings Fiduciary Advisors held 18 shares of State Street Energy Select Sector SPDR ETF worth $956 as of Q2 2026.
Three Bearings Fiduciary Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #275 holding.
Three Bearings Fiduciary Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Three Bearings Fiduciary Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.1K in Q1 2026.
1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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