GM Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

GM Advisory Group’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	$622K	Buy	10,159 +2,737	+37%	+$147K	0.02%	205
2025 Q4	$332K	Sell	7,422 -2,134	-22%	-$95K	0.01%	272
2025 Q3	$427K	Sell	9,556 -3,010	-24%	-$132K	0.02%	208
2025 Q2	$533K	Sell	12,566 -3,952	-24%	-$165K	0.03%	189
2025 Q1	$772K	Sell	16,518 -3,138	-16%	-$141K	0.04%	145
2024 Q4	$842K	Buy	19,656 +5,626	+40%	+$256K	0.05%	134
2024 Q3	$616K	Buy	14,030 +1,424	+11%	+$63.7K	0.04%	150
2024 Q2	$575K	Sell	12,606 -146	-1%	-$6.8K	0.04%	147
2024 Q1	$602K	Buy	12,752 +7,034	+123%	+$302K	0.04%	141
2023 Q4	$240K	Buy	5,718 +80	+1%	+$3.42K	0.02%	187
2023 Q3	$255K	Sell	5,638 -474	-8%	-$20.7K	0.02%	168
2023 Q2	$248K	Buy	+6,112	New	+$249K	0.02%	169
2022 Q4	–	Sell	-5,668	Closed	-$204K	–	188
2022 Q3	$204K	Sell	5,668 -538,194	-99%	-$20.4M	0.03%	170
2022 Q2	$19.4M	Buy	543,862 +534,848	+5,934%	+$21.5M	3.03%	9
2022 Q1	$345K	Buy	9,014 +632	+8%	+$21.9K	0.04%	149
2021 Q4	$233K	Buy	+8,382	New	+$237K	0.02%	179
2021 Q3	–	Sell	-957,748	Closed	-$25.8M	–	210
2021 Q2	$25.8M	Sell	957,748 -164,676	-15%	-$4.28M	2.65%	12
2021 Q1	$27.5M	Buy	1,122,424 +412,778	+58%	+$9.52M	3.3%	10
2020 Q4	$13.4M	Sell	709,646 -341,290	-32%	-$5.88M	1.8%	17
2020 Q3	$15.7M	Buy	1,050,936 +171,060	+19%	+$3.04M	2.41%	13
2020 Q2	$16.7M	Buy	+879,876	New	+$16.4M	3.08%	12
2018 Q4	–	Sell	-6,212	Closed	-$235K	–	123
2018 Q3	$235K	Hold	6,212	–	–	0.07%	97
2018 Q2	$236K	Hold	6,212	–	–	0.07%	101
2018 Q1	$209K	Hold	6,212	–	–	0.06%	118
2017 Q4	$224K	Buy	+6,212	New	+$214K	0.06%	114

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

GM Advisory Group's XLE Position: Q1 2026 in Review

GM Advisory Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 37% in Q1 2026, buying an estimated $147K and bringing the position to 10,159 shares worth $622K. The position accounts for 0.02% of the portfolio, ranked #205.

GM Advisory Group first reported a position in XLE in Q4 2017 and has held it in 25 quarters since. The position peaked at $27.5M in Q1 2021. 2,113 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

GM Advisory Group held 10,159 shares of State Street Energy Select Sector SPDR ETF worth $622K as of Q1 2026.
GM Advisory Group bought 2,737 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $147K.
State Street Energy Select Sector SPDR ETF made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #205 holding.
GM Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 25 quarters since.
GM Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $27.5M in Q1 2021.
2,113 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.