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

Granite Investment 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
2021 Q3	$809K	Sell	31,052 -2,452	-7%	-$60.7K	0.13%	113
2021 Q2	$902K	Buy	33,504 +6,754	+25%	+$176K	0.14%	113
2021 Q1	$656K	Sell	26,750 -4,258	-14%	-$98.2K	0.11%	116
2020 Q4	$588K	Buy	31,008 +5,908	+24%	+$102K	0.1%	127
2020 Q3	$376K	Sell	25,100 -5,612	-18%	-$99.6K	0.07%	136
2020 Q2	$581K	Sell	30,712 -9,220	-23%	-$171K	0.13%	115
2020 Q1	$580K	Sell	39,932 -2,210	-5%	-$52.4K	0.14%	113
2019 Q4	$1.26M	Buy	42,142 +2,642	+7%	+$78.3K	0.24%	96
2019 Q3	$1.17M	Sell	39,500 -15,530	-28%	-$470K	0.23%	97
2019 Q2	$1.75M	Sell	55,030 -13,780	-20%	-$441K	0.33%	83
2019 Q1	$2.27M	Sell	68,810 -4,024	-6%	-$129K	0.44%	77
2018 Q4	$2.09M	Buy	72,834 +13,826	+23%	+$463K	0.44%	72
2018 Q3	$2.23M	Buy	59,008 +1,076	+2%	+$40.3K	0.39%	74
2018 Q2	$2.2M	Sell	57,932 -4,924	-8%	-$183K	0.4%	74
2018 Q1	$2.12M	Sell	62,856 -3,542	-5%	-$125K	0.39%	77
2017 Q4	$2.4M	Buy	66,398 +27,020	+69%	+$930K	0.42%	71
2017 Q3	$1.35M	Buy	39,378 +5,216	+15%	+$170K	0.24%	70
2017 Q2	$1.12M	Buy	34,162 +3,480	+11%	+$117K	0.2%	72
2017 Q1	$1.07M	Buy	30,682 +22,772	+288%	+$823K	0.19%	74
2016 Q4	$298K	Buy	+7,910	New	+$286K	0.06%	100
2016 Q1	–	Sell	-142,660	Closed	-$4.3M	–	128
2015 Q4	$4.3M	Buy	+142,660	New	+$4.7M	0.88%	49

Other funds holding XLE

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Granite Investment Advisors's XLE Position: Q3 2021 in Review

Granite Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.3% in Q3 2021, selling an estimated $60.7K and leaving 31,052 shares worth $809K. The position accounts for 0.13% of the portfolio, ranked #113.

Granite Investment Advisors first reported a position in XLE in Q4 2015 and has held it in 21 quarters since. The position peaked at $4.3M in Q4 2015. 1,229 funds tracked by Wall St. Rank hold XLE as of Q3 2021.

Granite Investment Advisors held 31,052 shares of State Street Energy Select Sector SPDR ETF worth $809K as of Q3 2021.
Granite Investment Advisors sold 2,452 State Street Energy Select Sector SPDR ETF shares in Q3 2021, an estimated $60.7K.
State Street Energy Select Sector SPDR ETF made up 0.13% of Granite Investment Advisors's portfolio in Q3 2021, its #113 holding.
Granite Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 21 quarters since.
Granite Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $4.3M in Q4 2015.
1,229 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2021.

Based on Granite Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.