Grandview Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Grandview Asset Management’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	$1.45M	Sell	27,263 -194	-0.7%	-$11.1K	0.36%	53
2026 Q1	$1.68M	Buy	27,457 +18,007	+191%	+$966K	0.49%	44
2025 Q4	$423K	Sell	9,450 -18	-0.2%	-$802	0.12%	98
2025 Q3	$423K	Sell	9,468 -454	-5%	-$19.9K	0.12%	101
2025 Q2	$421K	Buy	9,922 +624	+7%	+$26K	0.13%	92
2025 Q1	$434K	Buy	9,298 +2,724	+41%	+$123K	0.16%	82
2024 Q4	$282K	Buy	+6,574	New	+$299K	0.1%	101

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Grandview Asset Management's XLE Position: Q2 2026 in Review

Grandview Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.71% in Q2 2026, selling an estimated $11.1K and leaving 27,263 shares worth $1.45M. The position accounts for 0.36% of the portfolio, ranked #53.

Grandview Asset Management first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Grandview Asset Management held 27,263 shares of State Street Energy Select Sector SPDR ETF worth $1.45M as of Q2 2026.
Grandview Asset Management sold 194 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11.1K.
State Street Energy Select Sector SPDR ETF made up 0.36% of Grandview Asset Management's portfolio in Q2 2026, its #53 holding.
Grandview Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Grandview Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $1.68M in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.