Greenline Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Greenline Partners’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	$3.21M	Sell	60,401 -1,497	-2%	-$85.6K	0.33%	66
2026 Q1	$3.79M	Sell	61,898 -894	-1%	-$48K	0.41%	59
2025 Q4	$2.81M	Buy	62,792 +5,274	+9%	+$235K	0.32%	65
2025 Q3	$2.57M	Buy	57,518 +2,320	+4%	+$102K	0.31%	66
2025 Q2	$2.34M	Buy	55,198 +17,814	+48%	+$742K	0.32%	68
2025 Q1	$1.75M	Sell	37,384 -2	-0%	-$90	0.25%	76
2024 Q4	$1.6M	Buy	37,386 +2	+0%	+$91	0.22%	80
2024 Q3	$1.64M	Hold	37,384	–	–	0.23%	77
2024 Q2	$1.7M	Buy	37,384 +10,986	+42%	+$512K	0.26%	76
2024 Q1	$1.25M	Sell	26,398 -2	-0%	-$86	0.2%	72
2023 Q4	$1.11M	Buy	26,400 +2,672	+11%	+$114K	0.19%	71
2023 Q3	$1.07M	Sell	23,728 -28	-0.1%	-$1.23K	0.2%	68
2023 Q2	$964K	Buy	23,756 +23,728	+84,743%	+$966K	0.18%	71
2023 Q1	$1.16K	Buy	+28	New	+$1.2K	﹤0.01%	126
2022 Q4	–	Sell	-110	Closed	-$4K	–	135
2022 Q3	$4K	Buy	+110	New	+$4.16K	﹤0.01%	124
2022 Q2	–	Sell	-198	Closed	-$8K	–	141
2022 Q1	$8K	Sell	198 -84	-30%	-$2.91K	﹤0.01%	132
2021 Q4	$8K	Hold	282	–	–	﹤0.01%	133
2021 Q3	$7K	Hold	282	–	–	﹤0.01%	124
2021 Q2	$8K	Hold	282	–	–	﹤0.01%	126
2021 Q1	$7K	Sell	282 -106	-27%	-$2.44K	﹤0.01%	119
2020 Q4	$7K	Sell	388 -3,696	-90%	-$63.7K	﹤0.01%	120
2020 Q3	$61K	Buy	4,084 +2,220	+119%	+$39.4K	0.02%	96
2020 Q2	$35K	Sell	1,864 -318	-15%	-$5.91K	0.01%	103
2020 Q1	$32K	Buy	+2,182	New	+$51.8K	0.01%	103
2019 Q1	–	Sell	-13,630	Closed	-$518K	–	72
2018 Q4	$518K	Hold	13,630	–	–	0.16%	61
2018 Q3	$518K	Hold	13,630	–	–	0.16%	61
2018 Q2	$518K	Buy	+13,630	New	+$506K	0.17%	57

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

Greenline Partners's XLE Position: Q2 2026 in Review

Greenline Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.4% in Q2 2026, selling an estimated $85.6K and leaving 60,401 shares worth $3.21M. The position accounts for 0.33% of the portfolio, ranked #66.

Greenline Partners first reported a position in XLE in Q2 2018 and has held it in 27 quarters since. The position peaked at $3.79M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Greenline Partners held 60,401 shares of State Street Energy Select Sector SPDR ETF worth $3.21M as of Q2 2026.
Greenline Partners sold 1,497 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $85.6K.
State Street Energy Select Sector SPDR ETF made up 0.33% of Greenline Partners's portfolio in Q2 2026, its #66 holding.
Greenline Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and has held it in 27 quarters since.
Greenline Partners's State Street Energy Select Sector SPDR ETF position peaked at $3.79M in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Greenline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.