Graney & King’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Graney & King’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	$13.5K	Buy	+254	New	+$14.5K	﹤0.01%	235
2026 Q1	–	Sell	-182	Closed	-$8.13K	–	383
2025 Q4	$8.13K	Buy	182 +2	+1%	+$89	﹤0.01%	248
2025 Q3	$8.05K	Buy	180 +2	+1%	+$88	0.01%	246
2025 Q2	$7.58K	Hold	178	–	–	0.01%	236
2025 Q1	$8.29K	Buy	+178	New	+$8.03K	0.01%	224

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

Graney & King's XLE Position: Q2 2026 in Review

Graney & King opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 254 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #235 among its holdings. This is a return to the name: Graney & King previously reported a position in XLE as recently as Q4 2025.

Graney & King first reported a position in XLE in Q1 2025 and has held it in 5 quarters since. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Graney & King held 254 shares of State Street Energy Select Sector SPDR ETF worth $13.5K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Graney & King position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Graney & King's portfolio in Q2 2026, its #235 holding.
Graney & King first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.