GRP
XLE icon

Global Retirement Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Global Retirement Partners’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
2025
Q4 		$3.29M Buy
73,694
+1,828
+3% +$81.4K 0.06% 305
2025
Q3 		$3.21M Buy
71,866
+1,304
+2% +$57.1K 0.07% 251
2025
Q2 		$2.99M Buy
+70,562
New +$2.94M 0.07% 242
2024
Q4 		$3.43M Buy
80,132
+4,580
+6% +$208K 0.1% 199
2024
Q3 		$3.32M Sell
75,552
-58,452
-44% -$2.61M 0.1% 192
2024
Q2 		$6.11M Sell
134,004
-30,756
-19% -$1.43M 0.19% 101
2024
Q1 		$7.78M Buy
164,760
+13,018
+9% +$559K 0.29% 73
2023
Q4 		$6.12M Sell
151,742
-23,416
-13% -$1M 0.26% 85
2023
Q3 		$7.51M Buy
175,158
+70,748
+68% +$3.1M 0.38% 54
2023
Q2 		$4.24M Sell
104,410
-8,198
-7% -$334K 0.21% 102
2023
Q1 		$4.45M Sell
112,608
-92,414
-45% -$3.95M 0.24% 90
2022
Q4 		$8.97M Buy
205,022
+6,360
+3% +$277K 0.62% 25
2022
Q3 		$8.94M Buy
198,662
+65,272
+49% +$2.47M 0.68% 22
2022
Q2 		$4.77M Sell
133,390
-44,446
-25% -$1.78M 0.38% 50
2022
Q1 		$7.49M Buy
177,836
+125,960
+243% +$4.36M 0.59% 25
2021
Q4 		$1.44M Buy
51,876
+8,460
+19% +$239K 1.11% 20
2021
Q3 		$1.13M Sell
43,416
-8,014
-16% -$199K 0.11% 175
2021
Q2 		$1.39M Buy
51,430
+1,592
+3% +$41.4K 0.14% 146
2021
Q1 		$1.22M Buy
49,838
+18,962
+61% +$437K 0.14% 139
2020
Q4 		$585K Sell
30,876
-18,314
-37% -$316K 0.07% 219
2020
Q3 		$737K Buy
49,190
+328
+0.7% +$5.82K 0.11% 183
2020
Q2 		$925K Buy
48,862
+29,604
+154% +$551K 0.15% 141
2020
Q1 		$280K Sell
19,258
-16,406
-46% -$389K 0.05% 268
2019
Q4 		$1.07M Buy
35,664
+26,246
+279% +$778K 0.16% 136
2019
Q3 		$279K Sell
9,418
-496
-5% -$15K 0.05% 308
2019
Q2 		$316K Sell
9,914
-1,440
-13% -$46.1K 0.06% 259
2019
Q1 		$375K Sell
11,354
-6,462
-36% -$208K 0.09% 194
2018
Q4 		$511K Sell
17,816
-210
-1% -$7.03K 0.13% 155
2018
Q3 		$683K Sell
18,026
-3,108
-15% -$117K 0.15% 126
2018
Q2 		$802K Sell
21,134
-82
-0.4% -$3.05K 0.2% 102
2018
Q1 		$715K Buy
21,216
+8,760
+70% +$310K 0.2% 107
2017
Q4 		$450K Sell
12,456
-712
-5% -$24.5K 0.12% 160
2017
Q3 		$451K Buy
13,168
+432
+3% +$14.1K 0.19% 119
2017
Q2 		$413K Buy
12,736
+1,288
+11% +$43.3K 0.19% 115
2017
Q1 		$400K Sell
11,448
-2,000
-15% -$72.3K 0.22% 105
2016
Q4 		$506K Buy
+13,448
New +$486K 0.34% 65

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Global Retirement Partners's XLE Position: Q4 2025 in Review

Global Retirement Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.5% in Q4 2025, buying an estimated $81.4K and bringing the position to 73,694 shares worth $3.29M. The position accounts for 0.06% of the portfolio, ranked #305.

Global Retirement Partners first reported a position in XLE in Q4 2016 and has held it in 36 quarters since. The position peaked at $8.97M in Q4 2022. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

  • Global Retirement Partners held 73,694 shares of State Street Energy Select Sector SPDR ETF worth $3.29M as of Q4 2025.
  • Global Retirement Partners bought 1,828 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $81.4K.
  • State Street Energy Select Sector SPDR ETF made up 0.06% of Global Retirement Partners's portfolio in Q4 2025, its #305 holding.
  • Global Retirement Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 36 quarters since.
  • Global Retirement Partners's State Street Energy Select Sector SPDR ETF position peaked at $8.97M in Q4 2022.
  • 1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.