Graves Light Lenhart Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Graves Light Lenhart Wealth’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	$207K	Buy	3,889 +4	+0.1%	+$229	0.02%	196
2026 Q1	$238K	Buy	+3,885	New	+$208K	0.02%	173
2024 Q2	–	Sell	-4,992	Closed	-$236K	–	188
2024 Q1	$236K	Buy	4,992 +4	+0.1%	+$172	0.03%	163
2023 Q4	$209K	Buy	4,988 +4	+0.1%	+$171	0.03%	171
2023 Q3	$214K	Buy	4,984 +4	+0.1%	+$175	0.03%	162
2023 Q2	$202K	Buy	4,980 +4	+0.1%	+$163	0.03%	175
2023 Q1	$206K	Buy	+4,976	New	+$213K	0.03%	157
2022 Q3	–	Sell	-3,492	Closed	-$125K	–	614
2022 Q2	$125K	Buy	3,492 +4	+0.1%	+$160	0.02%	212
2022 Q1	$133K	Buy	3,488 +6	+0.2%	+$208	0.02%	222
2021 Q4	$97K	Buy	3,482 +6	+0.2%	+$170	0.01%	304
2021 Q3	$91K	Buy	3,476 +4	+0.1%	+$99	0.01%	292
2021 Q2	$93K	Buy	3,472 +6	+0.2%	+$156	0.01%	293
2021 Q1	$85K	Buy	3,466 +4	+0.1%	+$92	0.01%	305
2020 Q4	$66K	Buy	+3,462	New	+$59.7K	0.01%	329

Other funds holding XLE

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Graves Light Lenhart Wealth's XLE Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.1% in Q2 2026, buying an estimated $229 and bringing the position to 3,889 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #196.

Graves Light Lenhart Wealth first reported a position in XLE in Q4 2020 and has held it in 14 quarters since. The position peaked at $238K in Q1 2026. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Graves Light Lenhart Wealth held 3,889 shares of State Street Energy Select Sector SPDR ETF worth $207K as of Q2 2026.
Graves Light Lenhart Wealth bought 4 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $229.
State Street Energy Select Sector SPDR ETF made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #196 holding.
Graves Light Lenhart Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 14 quarters since.
Graves Light Lenhart Wealth's State Street Energy Select Sector SPDR ETF position peaked at $238K in Q1 2026.
386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.