Granite FO LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Granite FO LLC’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 Q3	$879K	Hold	14,295	–	–	0.47%	24
2026 Q2	$759K	Sell	14,295 -845	-6%	-$48.3K	0.4%	24
2026 Q1	$927K	Hold	15,140	–	–	0.55%	22
2025 Q4	$677K	Hold	15,140	–	–	0.36%	27
2025 Q3	$676K	Hold	15,140	–	–	0.37%	27
2025 Q2	$642K	Hold	15,140	–	–	0.36%	28
2025 Q1	$707K	Hold	15,140	–	–	0.4%	27
2024 Q4	$648K	Hold	15,140	–	–	0.37%	28
2024 Q3	$665K	Sell	15,140 -1,962	-11%	-$87.7K	0.38%	29
2024 Q2	$779K	Buy	17,102 +1,870	+12%	+$87.1K	0.5%	26
2024 Q1	$684K	Sell	15,232 -4,920	-24%	-$211K	0.4%	27
2023 Q4	$845K	Sell	20,152 -1,000	-5%	-$42.8K	0.57%	25
2023 Q3	$956K	Sell	21,152 -3,440	-14%	-$151K	0.67%	22
2023 Q2	$998K	Sell	24,592 -3,800	-13%	-$155K	0.68%	23
2023 Q1	$1.21M	Buy	28,392 +13,880	+96%	+$593K	0.75%	22
2022 Q4	$661K	Buy	+14,512	New	+$632K	0.51%	23

Other funds holding XLE

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Granite FO LLC's XLE Position: Q3 2026 in Review

Granite FO LLC held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 14,295 shares worth $879K. The position accounts for 0.47% of the portfolio, ranked #24.

Granite FO LLC first reported a position in XLE in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.21M in Q1 2023. 962 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Granite FO LLC held 14,295 shares of State Street Energy Select Sector SPDR ETF worth $879K as of Q3 2026.
Granite FO LLC left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.47% of Granite FO LLC's portfolio in Q3 2026, its #24 holding.
Granite FO LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
Granite FO LLC's State Street Energy Select Sector SPDR ETF position peaked at $1.21M in Q1 2023.
962 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.