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 Q2	$271K	Sell	5,112 -420	-8%	-$24K	0.11%	152
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 $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Garrison Point Advisors's XLE Position: Q2 2026 in Review

Garrison Point Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.6% in Q2 2026, selling an estimated $24K and leaving 5,112 shares worth $271K. The position accounts for 0.11% of the portfolio, ranked #152.

Garrison Point Advisors first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $339K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Garrison Point Advisors held 5,112 shares of State Street Energy Select Sector SPDR ETF worth $271K as of Q2 2026.
Garrison Point Advisors sold 420 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $24K.
State Street Energy Select Sector SPDR ETF made up 0.11% of Garrison Point Advisors's portfolio in Q2 2026, its #152 holding.
Garrison Point Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Garrison Point Advisors's State Street Energy Select Sector SPDR ETF position peaked at $339K in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.