GHP Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

GHP Investment 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	$5.84K	Hold	110	–	–	﹤0.01%	870
2026 Q1	$6.74K	Hold	110	–	–	﹤0.01%	861
2025 Q4	$4.92K	Hold	110	–	–	﹤0.01%	821
2025 Q3	$4.91K	Hold	110	–	–	﹤0.01%	786
2025 Q2	$4.67K	Hold	110	–	–	﹤0.01%	793
2025 Q1	$5.14K	Buy	+110	New	+$4.96K	﹤0.01%	765
2024 Q4	–	Sell	-172	Closed	-$7.55K	–	1042
2024 Q3	$7.55K	Buy	+172	New	+$7.69K	﹤0.01%	757

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

GHP Investment Advisors's XLE Position: Q2 2026 in Review

GHP Investment Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 110 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

GHP Investment Advisors first reported a position in XLE in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.55K in Q3 2024. 2,041 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

GHP Investment Advisors held 110 shares of State Street Energy Select Sector SPDR ETF worth $5.84K as of Q2 2026.
GHP Investment Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #870 holding.
GHP Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
GHP Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $7.55K in Q3 2024.
2,041 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.