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 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 $1.37T 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

Greykasell Wealth Strategies's XLE Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 20% in Q1 2026, buying an estimated $2.36K and bringing the position to 264 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #351.

Greykasell Wealth Strategies first reported a position in XLE in Q1 2025 and has held it in 3 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Greykasell Wealth Strategies held 264 shares of State Street Energy Select Sector SPDR ETF worth $16.2K as of Q1 2026.
Greykasell Wealth Strategies bought 44 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $2.36K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #351 holding.
Greykasell Wealth Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 3 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.