Glenview Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Glenview Trust’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	$854K	Sell	13,942 -378	-3%	-$20.3K	0.01%	304
2025 Q4	$640K	Hold	14,320	–	–	0.01%	333
2025 Q3	$640K	Buy	14,320 +1,818	+15%	+$79.6K	0.01%	347
2025 Q2	$530K	Sell	12,502 -1,062	-8%	-$44.2K	0.01%	366
2025 Q1	$634K	Buy	13,564 +332	+3%	+$15K	0.01%	326
2024 Q4	$567K	Buy	13,232 +230	+2%	+$10.5K	0.01%	338
2024 Q3	$571K	Sell	13,002 -100	-0.8%	-$4.47K	0.01%	338
2024 Q2	$597K	Hold	13,102	–	–	0.01%	319
2024 Q1	$618K	Sell	13,102 -30,798	-70%	-$1.32M	0.01%	314
2023 Q4	$1.84M	Buy	43,900 +23,330	+113%	+$998K	0.05%	201
2023 Q3	$930K	Sell	20,570 -17,024	-45%	-$745K	0.03%	237
2023 Q2	$1.53M	Sell	37,594 -10,316	-22%	-$420K	0.04%	190
2023 Q1	$1.98M	Sell	47,910 -300	-0.6%	-$12.8K	0.06%	174
2022 Q4	$2.11M	Buy	48,210 +33,988	+239%	+$1.48M	0.07%	162
2022 Q3	$512K	Buy	14,222 +200	+1%	+$7.56K	0.02%	276
2022 Q2	$501K	Sell	14,022 -68	-0.5%	-$2.73K	0.02%	278
2022 Q1	$539K	Sell	14,090 -68	-0.5%	-$2.35K	0.02%	289
2021 Q4	$393K	Sell	14,158 -4,394	-24%	-$124K	0.01%	330
2021 Q3	$483K	Hold	18,552	–	–	0.02%	272
2021 Q2	$500K	Hold	18,552	–	–	0.02%	268
2021 Q1	$455K	Hold	18,552	–	–	0.02%	276
2020 Q4	$352K	Hold	18,552	–	–	0.02%	279
2020 Q3	$278K	Sell	18,552 -10,200	-35%	-$181K	0.01%	291
2020 Q2	$544K	Buy	+28,752	New	+$535K	0.03%	218
2018 Q3	–	Sell	-5,882	Closed	-$223K	–	334
2018 Q2	$223K	Buy	+5,882	New	+$219K	0.02%	287
2018 Q1	–	Sell	-5,882	Closed	-$213K	–	340
2017 Q4	$213K	Hold	5,882	–	–	0.01%	321
2017 Q3	$201K	Buy	+5,882	New	+$191K	0.01%	314
2017 Q2	–	Sell	-5,882	Closed	-$206K	–	317
2017 Q1	$206K	Buy	5,882 +500	+9%	+$18.1K	0.02%	311
2016 Q4	$203K	Buy	+5,382	New	+$195K	0.02%	302

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

Glenview Trust's XLE Position: Q1 2026 in Review

Glenview Trust reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.6% in Q1 2026, selling an estimated $20.3K and leaving 13,942 shares worth $854K. The position accounts for 0.01% of the portfolio, ranked #304.

Glenview Trust first reported a position in XLE in Q4 2016 and has held it in 29 quarters since. The position peaked at $2.11M in Q4 2022. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Glenview Trust held 13,942 shares of State Street Energy Select Sector SPDR ETF worth $854K as of Q1 2026.
Glenview Trust sold 378 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $20.3K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Glenview Trust's portfolio in Q1 2026, its #304 holding.
Glenview Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 29 quarters since.
Glenview Trust's State Street Energy Select Sector SPDR ETF position peaked at $2.11M in Q4 2022.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.