Garrison Point Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Garrison Point 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	$339K	Buy	5,532 +300	+6%	+$16.1K	0.15%	129
2025 Q4	$234K	Buy	5,232 +6	+0.1%	+$267	0.1%	155
2025 Q3	$233K	Sell	5,226 -214	-4%	-$9.37K	0.1%	158
2025 Q2	$231K	Sell	5,440 -380	-7%	-$15.8K	0.11%	157
2025 Q1	$272K	Hold	5,820	–	–	0.13%	137
2024 Q4	$249K	Hold	5,820	–	–	0.12%	144
2024 Q3	$255K	Hold	5,820	–	–	0.16%	132
2024 Q2	$265K	Sell	5,820 -250	-4%	-$11.6K	0.18%	123
2024 Q1	$287K	Buy	6,070 +200	+3%	+$8.59K	0.18%	124
2023 Q4	$246K	Sell	5,870 -500	-8%	-$21.4K	0.17%	132
2023 Q3	$288K	Sell	6,370 -300	-4%	-$13.1K	0.22%	113
2023 Q2	$271K	Hold	6,670	–	–	0.2%	127
2023 Q1	$276K	Hold	6,670	–	–	0.21%	118
2022 Q4	$292K	Hold	6,670	–	–	0.24%	115
2022 Q3	$240K	Hold	6,670	–	–	0.21%	124
2022 Q2	$238K	Sell	6,670 -90	-1%	-$3.61K	0.2%	133
2022 Q1	$258K	Buy	+6,760	New	+$234K	0.18%	130

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

Garrison Point Advisors's XLE Position: Q1 2026 in Review

Garrison Point Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.7% in Q1 2026, buying an estimated $16.1K and bringing the position to 5,532 shares worth $339K. The position accounts for 0.15% of the portfolio, ranked #129.

Garrison Point Advisors first reported a position in XLE in Q1 2022 and has held it in 17 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Garrison Point Advisors held 5,532 shares of State Street Energy Select Sector SPDR ETF worth $339K as of Q1 2026.
Garrison Point Advisors bought 300 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $16.1K.
State Street Energy Select Sector SPDR ETF made up 0.15% of Garrison Point Advisors's portfolio in Q1 2026, its #129 holding.
Garrison Point Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.