Crescent Grove Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Crescent Grove 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 Q1	$12.4M	Buy	201,864 +604	+0.3%	+$32.4K	1.19%	23
2025 Q4	$9M	Sell	201,260 -22,734	-10%	-$1.01M	0.84%	27
2025 Q3	$10M	Sell	223,994 -3,820	-2%	-$167K	0.95%	26
2025 Q2	$9.66M	Buy	227,814 +334	+0.1%	+$13.9K	0.94%	28
2025 Q1	$10.6M	Buy	227,480 +16,204	+8%	+$731K	1.11%	25
2024 Q4	$9.05M	Buy	211,276 +25,150	+14%	+$1.14M	0.9%	26
2024 Q3	$8.17M	Buy	186,126 +59,206	+47%	+$2.65M	0.83%	27
2024 Q2	$5.78M	Buy	126,920 +7,718	+6%	+$359K	0.63%	33
2024 Q1	$5.63M	Buy	119,202 +6,650	+6%	+$286K	0.59%	33
2023 Q4	$4.72M	Buy	112,552 +18,846	+20%	+$806K	0.53%	40
2023 Q3	$4.24M	Buy	93,706 +1,236	+1%	+$54.1K	0.53%	38
2023 Q2	$3.75M	Sell	92,470 -1,284	-1%	-$52.3K	0.4%	50
2023 Q1	$3.88M	Buy	93,754 +11,120	+13%	+$475K	0.45%	43
2022 Q4	$3.61M	Buy	82,634 +15,206	+23%	+$662K	0.38%	44
2022 Q3	$2.43M	Buy	67,428 +20,254	+43%	+$766K	0.28%	51
2022 Q2	$1.69M	Buy	47,174 +11,092	+31%	+$445K	0.18%	64
2022 Q1	$1.38M	Buy	36,082 +5,850	+19%	+$203K	0.14%	86
2021 Q4	$839K	Buy	30,232 +2,818	+10%	+$79.6K	0.08%	128
2021 Q3	$714K	Buy	27,414 +4,384	+19%	+$109K	0.08%	128
2021 Q2	$620K	Buy	23,030 +13,258	+136%	+$345K	0.07%	135
2021 Q1	$240K	Sell	9,772 -14,496	-60%	-$334K	0.03%	183
2020 Q4	$460K	Sell	24,268 -206	-0.8%	-$3.55K	0.06%	117
2020 Q3	$366K	Sell	24,474 -240	-1%	-$4.26K	0.07%	122
2020 Q2	$468K	Sell	24,714 -17,774	-42%	-$331K	0.1%	90
2020 Q1	$617K	Sell	42,488 -13,736	-24%	-$326K	0.14%	67
2019 Q4	$1.74M	Sell	56,224 -3,608	-6%	-$107K	0.3%	52
2019 Q3	$1.77M	Buy	59,832 +2,000	+3%	+$60.5K	0.34%	45
2019 Q2	$1.84M	Hold	57,832	–	–	0.35%	43
2019 Q1	$1.91M	Sell	57,832 -6,658	-10%	-$214K	0.39%	38
2018 Q4	$1.85M	Buy	64,490 +432	+0.7%	+$14.5K	0.39%	43
2018 Q3	$2.43M	Sell	64,058 -1,312	-2%	-$49.2K	0.52%	32
2018 Q2	$2.48M	Hold	65,370	–	–	0.62%	29
2018 Q1	$2.2M	Sell	65,370 -43,012	-40%	-$1.52M	0.54%	34
2017 Q4	$3.92M	Hold	108,382	–	–	0.98%	20
2017 Q3	$3.71M	Buy	108,382 +10,030	+10%	+$326K	0.95%	20
2017 Q2	$3.19M	Buy	+98,352	New	+$3.31M	0.92%	22

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Crescent Grove Advisors's XLE Position: Q1 2026 in Review

Crescent Grove Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.3% in Q1 2026, buying an estimated $32.4K and bringing the position to 201,864 shares worth $12.4M. The position accounts for 1.19% of the portfolio, ranked #23.

Crescent Grove Advisors first reported a position in XLE in Q2 2017 and has held it in 36 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Crescent Grove Advisors held 201,864 shares of State Street Energy Select Sector SPDR ETF worth $12.4M as of Q1 2026.
Crescent Grove Advisors bought 604 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $32.4K.
State Street Energy Select Sector SPDR ETF made up 1.19% of Crescent Grove Advisors's portfolio in Q1 2026, its #23 holding.
Crescent Grove Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and has held it in 36 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.