GLOBALT Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$586K Sell
11,040
-861
-7% -$49.2K 0.02% 177
2026
Q1
$729K Buy
11,901
+314
+3% +$16.8K 0.03% 157
2025
Q4
$518K Sell
11,587
-209
-2% -$9.31K 0.02% 170
2025
Q3
$527K Sell
11,796
-724
-6% -$31.7K 0.02% 167
2025
Q2
$531K Sell
12,520
-1,476
-11% -$61.5K 0.02% 174
2025
Q1
$654K Sell
13,996
-1,514
-10% -$68.3K 0.03% 160
2024
Q4
$664K Sell
15,510
-330
-2% -$15K 0.03% 165
2024
Q3
$695K Sell
15,840
-424
-3% -$19K 0.03% 162
2024
Q2
$741K Sell
16,264
-1,920
-11% -$89.4K 0.03% 162
2024
Q1
$858K Sell
18,184
-1,096
-6% -$47.1K 0.03% 157
2023
Q4
$808K Buy
+19,280
New +$824K 0.03% 157

Other funds holding XLE

GLOBALT Investments's XLE Position: Q2 2026 in Review

GLOBALT Investments reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.2% in Q2 2026, selling an estimated $49.2K and leaving 11,040 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #177.

GLOBALT Investments first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $858K in Q1 2024. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • GLOBALT Investments held 11,040 shares of State Street Energy Select Sector SPDR ETF worth $586K as of Q2 2026.
  • GLOBALT Investments sold 861 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $49.2K.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of GLOBALT Investments's portfolio in Q2 2026, its #177 holding.
  • GLOBALT Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's State Street Energy Select Sector SPDR ETF position peaked at $858K in Q1 2024.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.