Greykasell Wealth Strategies’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Greykasell Wealth Strategies’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	$11.7K	Sell	220 -44	-17%	-$2.52K	﹤0.01%	357
2026 Q1	$16.2K	Buy	264 +44	+20%	+$2.36K	0.01%	351
2025 Q4	$9.84K	Buy	+220	New	+$9.8K	﹤0.01%	360
2025 Q2	–	Sell	-180	Closed	-$8.41K	–	362
2025 Q1	$8.41K	Buy	+180	New	+$8.12K	﹤0.01%	270

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 22.9% 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

Greykasell Wealth Strategies's XLE Position: Q2 2026 in Review

Greykasell Wealth Strategies reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 17% in Q2 2026, selling an estimated $2.52K and leaving 220 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Greykasell Wealth Strategies first reported a position in XLE in Q1 2025 and has held it in 4 quarters since. The position peaked at $16.2K in Q1 2026. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Greykasell Wealth Strategies held 220 shares of State Street Energy Select Sector SPDR ETF worth $11.7K as of Q2 2026.
Greykasell Wealth Strategies sold 44 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.52K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #357 holding.
Greykasell Wealth Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 4 quarters since.
Greykasell Wealth Strategies's State Street Energy Select Sector SPDR ETF position peaked at $16.2K in Q1 2026.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.