Grant Private Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Grant Private Wealth Management's XLE Position: Q2 2026 in Review
Grant Private Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 20% in Q2 2026, selling an estimated $63.2K and leaving 4,305 shares worth $229K. The position accounts for 0.1% of the portfolio, ranked #149.
Grant Private Wealth Management first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. The position peaked at $331K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Grant Private Wealth Management held 4,305 shares of State Street Energy Select Sector SPDR ETF worth $229K as of Q2 2026.
- Grant Private Wealth Management sold 1,106 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $63.2K.
- State Street Energy Select Sector SPDR ETF made up 0.1% of Grant Private Wealth Management's portfolio in Q2 2026, its #149 holding.
- Grant Private Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
- Grant Private Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $331K in Q1 2026.
- 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.