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 Q2	$720K	Sell	13,556 -386	-3%	-$22.1K	0.01%	331
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 $1.55T 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

Glenview Trust's XLE Position: Q2 2026 in Review

Glenview Trust reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.8% in Q2 2026, selling an estimated $22.1K and leaving 13,556 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #331.

Glenview Trust first reported a position in XLE in Q4 2016 and has held it in 30 quarters since. The position peaked at $2.11M in Q4 2022. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Glenview Trust held 13,556 shares of State Street Energy Select Sector SPDR ETF worth $720K as of Q2 2026.
Glenview Trust sold 386 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $22.1K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Glenview Trust's portfolio in Q2 2026, its #331 holding.
Glenview Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 30 quarters since.
Glenview Trust's State Street Energy Select Sector SPDR ETF position peaked at $2.11M in Q4 2022.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.