Greenwich Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Greenwich Wealth Management’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 Q1	$915K	Sell	14,938 -3,797	-20%	-$204K	0.04%	162
2025 Q4	$838K	Sell	18,735 -145	-0.8%	-$6.46K	0.04%	165
2025 Q3	$843K	Sell	18,880 -438	-2%	-$19.2K	0.04%	157
2025 Q2	$819K	Buy	19,318 +624	+3%	+$26K	0.04%	142
2025 Q1	$873K	Sell	18,694 -886	-5%	-$39.9K	0.07%	123
2024 Q4	$839K	Sell	19,580 -622	-3%	-$28.3K	0.06%	128
2024 Q3	$887K	Buy	20,202 +4,786	+31%	+$214K	0.06%	127
2024 Q2	$703K	Sell	15,416 -198	-1%	-$9.22K	0.05%	132
2024 Q1	$737K	Sell	15,614 -304	-2%	-$13.1K	0.06%	131
2023 Q4	$667K	Sell	15,918 -1,730	-10%	-$74K	0.07%	140
2023 Q3	$798K	Sell	17,648 -5,938	-25%	-$260K	0.08%	118
2023 Q2	$957K	Buy	23,586 +7,434	+46%	+$303K	0.1%	107
2023 Q1	$669K	Sell	16,152 -7,800	-33%	-$333K	0.07%	138
2022 Q4	$1.05M	Sell	23,952 -9,462	-28%	-$412K	0.12%	105
2022 Q3	$1.2M	Buy	33,414 +4,104	+14%	+$155K	0.13%	98
2022 Q2	$1.05M	Sell	29,310 -668	-2%	-$26.8K	0.14%	108
2022 Q1	$1.15M	Sell	29,978 -3,662	-11%	-$127K	0.12%	105
2021 Q4	$934K	Buy	33,640 +236	+0.7%	+$6.67K	0.08%	119
2021 Q3	$870K	Sell	33,404 -6,170	-16%	-$153K	0.07%	118
2021 Q2	$1.07M	Sell	39,574 -1,200	-3%	-$31.2K	0.09%	99
2021 Q1	$1M	Buy	40,774 +298	+0.7%	+$6.88K	0.08%	99
2020 Q4	$767K	Sell	40,476 -9,010	-18%	-$155K	0.07%	111
2020 Q3	$741K	Buy	49,486 +6,560	+15%	+$116K	0.13%	102
2020 Q2	$812K	Sell	42,926 -18,678	-30%	-$347K	0.16%	91
2020 Q1	$895K	Buy	61,604 +4,186	+7%	+$99.3K	0.19%	76
2019 Q4	$1.72M	Sell	57,418 -10,654	-16%	-$316K	0.35%	63
2019 Q3	$2.02M	Sell	68,072 -9,578	-12%	-$290K	0.39%	49
2019 Q2	$2.47M	Buy	77,650 +3,952	+5%	+$127K	0.43%	47
2019 Q1	$2.44M	Buy	73,698 +1,204	+2%	+$38.7K	0.43%	45
2018 Q4	$2.08M	Buy	72,494 +12,846	+22%	+$430K	0.41%	46
2018 Q3	$2.26M	Sell	59,648 -1,694	-3%	-$63.5K	0.39%	50
2018 Q2	$2.33M	Buy	61,342 +78	+0.1%	+$2.9K	0.41%	49
2018 Q1	$2.06M	Buy	61,264 +6,954	+13%	+$246K	0.33%	53
2017 Q4	$1.96M	Sell	54,310 -192	-0.4%	-$6.61K	0.33%	53
2017 Q3	$1.87M	Buy	54,502 +4,240	+8%	+$138K	0.32%	55
2017 Q2	$1.63M	Buy	50,262 +8,056	+19%	+$271K	0.27%	63
2017 Q1	$1.48M	Sell	42,206 -22,034	-34%	-$796K	0.2%	64
2016 Q4	$2.42M	Buy	64,240 +24,802	+63%	+$897K	0.31%	48
2016 Q3	$1.39M	Buy	39,438 +3,120	+9%	+$107K	0.25%	67
2016 Q2	$1.24M	Sell	36,318 -150	-0.4%	-$4.95K	0.3%	70
2016 Q1	$1.13M	Sell	36,468 -422	-1%	-$12.2K	0.29%	72
2015 Q4	$1.11M	Buy	36,890 +2,310	+7%	+$76K	0.27%	67
2015 Q3	$1.06M	Buy	34,580 +3,230	+10%	+$109K	0.26%	83
2015 Q2	$1.18M	Sell	31,350 -150	-0.5%	-$5.95K	0.15%	99
2015 Q1	$1.22M	Buy	31,500 +8,684	+38%	+$336K	0.14%	99
2014 Q4	$903K	Buy	22,816 +9,738	+74%	+$405K	0.06%	107
2014 Q3	$593K	Buy	13,078 +7,624	+140%	+$369K	0.04%	127
2014 Q2	$273K	Sell	5,454 -60	-1%	-$2.84K	0.02%	145
2014 Q1	$246K	Sell	5,514 -1,704	-24%	-$73.5K	0.02%	141
2013 Q4	$319K	Buy	7,218 +168	+2%	+$7.23K	0.03%	135
2013 Q3	$292K	Sell	7,050 -410	-5%	-$16.9K	0.02%	136
2013 Q2	$292K	Buy	+7,460	New	+$296K	0.02%	125

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Greenwich Wealth Management's XLE Position: Q1 2026 in Review

Greenwich Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 20% in Q1 2026, selling an estimated $204K and leaving 14,938 shares worth $915K. The position accounts for 0.04% of the portfolio, ranked #162.

Greenwich Wealth Management first reported a position in XLE in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.47M in Q2 2019. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Greenwich Wealth Management held 14,938 shares of State Street Energy Select Sector SPDR ETF worth $915K as of Q1 2026.
Greenwich Wealth Management sold 3,797 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $204K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Greenwich Wealth Management's portfolio in Q1 2026, its #162 holding.
Greenwich Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
Greenwich Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.47M in Q2 2019.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.