GGI
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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 – 404
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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return