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 Q3	$239K	Buy	3,893 +4	+0.1%	+$242	0.02%	172
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Graves Light Lenhart Wealth's XLE Position: Q3 2026 in Review

Graves Light Lenhart Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.1% in Q3 2026, buying an estimated $242 and bringing the position to 3,893 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #172.

Graves Light Lenhart Wealth first reported a position in XLE in Q4 2020 and has held it in 15 quarters since. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Graves Light Lenhart Wealth held 3,893 shares of State Street Energy Select Sector SPDR ETF worth $239K as of Q3 2026.
Graves Light Lenhart Wealth bought 4 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $242.
State Street Energy Select Sector SPDR ETF made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #172 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 15 quarters since.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.