Financial Gravity Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Financial Gravity Asset Management’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	$14.8K	Buy	+242	New	+$13K	﹤0.01%	502
2025 Q1	$44K	Buy	+942	New	+$42.5K	0.01%	326
2024 Q2	–	Sell	-282	Closed	-$13.3K	–	1804
2024 Q1	$13.3K	Sell	282 -6	-2%	-$258	﹤0.01%	431
2023 Q4	$12.1K	Buy	+288	New	+$12.3K	﹤0.01%	451
2021 Q3	$52K	Sell	1,560 -1,548	-50%	-$38.4K	0.02%	557
2021 Q2	$54K	Buy	+3,108	New	+$80.8K	0.02%	540
2020 Q4	$9K	Buy	+460	New	+$7.93K	0.01%	188
2019 Q4	$70K	Sell	340 -1,642	-83%	-$48.7K	0.05%	477
2019 Q3	$59K	Buy	1,982 +854	+76%	+$25.8K	0.05%	266
2019 Q2	$36K	Buy	1,128 +914	+427%	+$29.3K	0.03%	386
2019 Q1	$7K	Buy	+214	New	+$6.87K	0.01%	636

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Financial Gravity Asset Management's XLE Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 242 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in XLE as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in XLE in Q1 2019 and has held it in 11 quarters since. The position peaked at $70K in Q4 2019. 2,123 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Financial Gravity Asset Management held 242 shares of State Street Energy Select Sector SPDR ETF worth $14.8K as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Financial Gravity Asset Management position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #502 holding.
Financial Gravity Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and has held it in 11 quarters since.
Financial Gravity Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $70K in Q4 2019.
2,123 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.