Godsey & Gibb Inc’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Godsey & Gibb Inc’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 Q2	–	Sell	-180	Closed	-$8.41K	–	403
2025 Q1	$8.41K	Buy	+180	New	+$8.12K	﹤0.01%	291
2024 Q1	–	Sell	-216	Closed	-$9.05K	–	424
2023 Q4	$9.05K	Hold	216	–	–	﹤0.01%	273
2023 Q3	$9.76K	Hold	216	–	–	﹤0.01%	252
2023 Q2	$8.77K	Buy	+216	New	+$8.8K	﹤0.01%	277
2020 Q3	–	Sell	-14,582	Closed	-$276K	–	87
2020 Q2	$276K	Buy	+14,582	New	+$271K	0.04%	77
2015 Q1	–	Sell	-163,094	Closed	-$6.46M	–	59
2014 Q4	$6.46M	Buy	+163,094	New	+$6.78M	1.2%	45

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Godsey & Gibb Inc's XLE Position: Q2 2025 in Review

Godsey & Gibb Inc sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 180 shares — an estimated $8.41K sold.

Godsey & Gibb Inc first reported a position in XLE in Q4 2014 and held it in 6 quarters. The position peaked at $6.46M in Q4 2014. 1,751 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Godsey & Gibb Inc reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Godsey & Gibb Inc sold 180 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $8.41K.
Godsey & Gibb Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and held it in 6 quarters.
Godsey & Gibb Inc's State Street Energy Select Sector SPDR ETF position peaked at $6.46M in Q4 2014.
1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Godsey & Gibb Inc's 13F filing for Q2 2025, filed 23 Jul 2025.