Granite Harbor Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Granite Harbor Advisors’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	$2.19M	Sell	41,296 -884	-2%	-$50.5K	0.87%	27
2026 Q1	$2.58M	Sell	42,180 -1,734	-4%	-$93K	1.13%	23
2025 Q4	$1.96M	Buy	43,914 +1,748	+4%	+$77.8K	0.83%	29
2025 Q3	$1.88M	Buy	42,166 +568	+1%	+$24.9K	0.79%	29
2025 Q2	$1.76M	Sell	41,598 -782	-2%	-$32.6K	0.83%	25
2025 Q1	$1.98M	Buy	42,380 +12	+0%	+$541	1.05%	24
2024 Q4	$1.81M	Buy	42,368 +1,656	+4%	+$75.3K	1%	22
2024 Q3	$1.79M	Buy	40,712 +300	+0.7%	+$13.4K	1.03%	23
2024 Q2	$1.84M	Buy	40,412 +1,914	+5%	+$89.1K	1.17%	24
2024 Q1	$1.82M	Sell	38,498 -426	-1%	-$18.3K	1.24%	24
2023 Q4	$1.63M	Buy	38,924 +696	+2%	+$29.8K	1.23%	24
2023 Q3	$1.73M	Buy	38,228 +842	+2%	+$36.8K	1.39%	21
2023 Q2	$1.52M	Sell	37,386 -5,664	-13%	-$231K	1.18%	24
2023 Q1	$1.78M	Sell	43,050 -972	-2%	-$41.6K	1.63%	18
2022 Q4	$1.93M	Buy	+44,022	New	+$1.92M	1.96%	17

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Granite Harbor Advisors's XLE Position: Q2 2026 in Review

Granite Harbor Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.1% in Q2 2026, selling an estimated $50.5K and leaving 41,296 shares worth $2.19M. The position accounts for 0.87% of the portfolio, ranked #27.

Granite Harbor Advisors first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.58M in Q1 2026. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Granite Harbor Advisors held 41,296 shares of State Street Energy Select Sector SPDR ETF worth $2.19M as of Q2 2026.
Granite Harbor Advisors sold 884 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $50.5K.
State Street Energy Select Sector SPDR ETF made up 0.87% of Granite Harbor Advisors's portfolio in Q2 2026, its #27 holding.
Granite Harbor Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Granite Harbor Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.58M in Q1 2026.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Granite Harbor Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.