Gradient Capital Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Gradient Capital Advisors's XLE Position: Q2 2026 in Review

Gradient Capital Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 55% in Q2 2026, buying an estimated $173K and bringing the position to 8,553 shares worth $454K. The position accounts for 0.11% of the portfolio, ranked #116.

Gradient Capital Advisors first reported a position in XLE in Q2 2022 and has held it in 17 quarters since. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

• Gradient Capital Advisors held 8,553 shares of State Street Energy Select Sector SPDR ETF worth $454K as of Q2 2026.
• Gradient Capital Advisors bought 3,019 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $173K.
• State Street Energy Select Sector SPDR ETF made up 0.11% of Gradient Capital Advisors's portfolio in Q2 2026, its #116 holding.
• Gradient Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
• 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.