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Galvin Gaustad & Stein’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Galvin Gaustad & Stein’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 		$20.7M Buy
338,402
+272,777
+416% +$14.6M 1.66% 15
2025
Q4 		$2.93M Buy
65,625
+37,685
+135% +$1.68M 0.23% 80
2025
Q3 		$1.25M Sell
27,940
-28,106
-50% -$1.23M 0.1% 96
2025
Q2 		$2.38M Buy
56,046
+44,336
+379% +$1.85M 0.2% 75
2025
Q1 		$547K Sell
11,710
-400
-3% -$18K 0.05% 127
2024
Q4 		$519K Sell
12,110
-2,050
-14% -$93.2K 0.05% 132
2024
Q3 		$622K Buy
14,160
+70
+0.5% +$3.13K 0.06% 117
2024
Q2 		$642K Hold
14,090
– – 0.06% 107
2024
Q1 		$665K Hold
14,090
– – 0.06% 105
2023
Q4 		$591K Sell
14,090
-300
-2% -$12.8K 0.06% 110
2023
Q3 		$650K Sell
14,390
-428
-3% -$18.7K 0.07% 104
2023
Q2 		$601K Sell
14,818
-1,224
-8% -$49.9K 0.06% 109
2023
Q1 		$664K Buy
16,042
+300
+2% +$12.8K 0.07% 102
2022
Q4 		$688K Sell
15,742
-1,480
-9% -$64.4K 0.07% 103
2022
Q3 		$620K Sell
17,222
-100
-0.6% -$3.78K 0.07% 103
2022
Q2 		$619K Sell
17,322
-200
-1% -$8.02K 0.06% 107
2022
Q1 		$670K Buy
17,522
+312
+2% +$10.8K 0.06% 113
2021
Q4 		$478K Sell
17,210
-16,882
-50% -$477K 0.04% 126
2021
Q3 		$888K Sell
34,092
-1,702
-5% -$42.2K 0.09% 107
2021
Q2 		$964K Sell
35,794
-1,216
-3% -$31.6K 0.09% 108
2021
Q1 		$908K Buy
37,010
+3,704
+11% +$85.4K 0.09% 108
2020
Q4 		$631K Buy
+33,306
New +$574K 0.07% 121

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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

Galvin Gaustad & Stein's XLE Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 416% in Q1 2026, buying an estimated $14.6M and bringing the position to 338,402 shares worth $20.7M. The position accounts for 1.66% of the portfolio, ranked #15.

Galvin Gaustad & Stein first reported a position in XLE in Q4 2020 and has held it in 22 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Galvin Gaustad & Stein held 338,402 shares of State Street Energy Select Sector SPDR ETF worth $20.7M as of Q1 2026.
  • Galvin Gaustad & Stein bought 272,777 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $14.6M.
  • State Street Energy Select Sector SPDR ETF made up 1.66% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #15 holding.
  • Galvin Gaustad & Stein first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.