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Gries Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Gries Financial’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
2025
Q3 		$673K Sell
15,068
-240
-2% -$10.5K 0.11% 159
2025
Q2 		$649K Sell
15,308
-8,808
-37% -$367K 0.12% 149
2025
Q1 		$1.13M Buy
24,116
+8,648
+56% +$390K 0.22% 111
2024
Q4 		$663K Hold
15,468
– – 0.12% 148
2024
Q3 		$679K Hold
15,468
– – 0.13% 146
2024
Q2 		$705K Sell
15,468
-160
-1% -$7.45K 0.15% 129
2024
Q1 		$738K Hold
15,628
– – 0.12% 142
2023
Q4 		$655K Sell
15,628
-344
-2% -$14.7K 0.14% 113
2023
Q3 		$722K Buy
+15,972
New +$699K 0.19% 101

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return