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Godfrey Financial Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Godfrey Financial Associates’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 		$30.9K Hold
582
– – 0.02% 294
2026
Q1 		$35.7K Sell
582
-50
-8% -$2.68K 0.03% 265
2025
Q4 		$28.3K Buy
+632
New +$28.1K 0.02% 288

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Godfrey Financial Associates's XLE Position: Q2 2026 in Review

Godfrey Financial Associates held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 582 shares worth $30.9K. The position accounts for 0.02% of the portfolio, ranked #294.

Godfrey Financial Associates first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.7K in Q1 2026. 2,047 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Godfrey Financial Associates held 582 shares of State Street Energy Select Sector SPDR ETF worth $30.9K as of Q2 2026.
  • Godfrey Financial Associates left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Godfrey Financial Associates's portfolio in Q2 2026, its #294 holding.
  • Godfrey Financial Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's State Street Energy Select Sector SPDR ETF position peaked at $35.7K in Q1 2026.
  • 2,047 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.