Grantvest Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Grantvest Financial Group’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	$286K	Buy	5,389 +66	+1%	+$3.77K	0.17%	146
2026 Q1	$326K	Buy	5,323 +826	+18%	+$44.3K	0.21%	117
2025 Q4	$201K	Sell	4,497 -1,703	-27%	-$75.8K	0.13%	164
2025 Q3	$277K	Sell	6,200 -618	-9%	-$27.1K	0.19%	127
2025 Q2	$289K	Sell	6,818 -820	-11%	-$34.2K	0.21%	105
2025 Q1	$357K	Sell	7,638 -954	-11%	-$43K	0.29%	83
2024 Q4	$368K	Buy	+8,592	New	+$390K	0.41%	78

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

Grantvest Financial Group's XLE Position: Q2 2026 in Review

Grantvest Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.2% in Q2 2026, buying an estimated $3.77K and bringing the position to 5,389 shares worth $286K. The position accounts for 0.17% of the portfolio, ranked #146.

Grantvest Financial Group first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $368K in Q4 2024. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Grantvest Financial Group held 5,389 shares of State Street Energy Select Sector SPDR ETF worth $286K as of Q2 2026.
Grantvest Financial Group bought 66 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.77K.
State Street Energy Select Sector SPDR ETF made up 0.17% of Grantvest Financial Group's portfolio in Q2 2026, its #146 holding.
Grantvest Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $368K in Q4 2024.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.