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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Gries Financial's XLE Position: Q3 2025 in Review

Gries Financial reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.6% in Q3 2025, selling an estimated $10.5K and leaving 15,068 shares worth $673K. The position accounts for 0.11% of the portfolio, ranked #159.

Gries Financial first reported a position in XLE in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.13M in Q1 2025. 1,739 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Gries Financial held 15,068 shares of State Street Energy Select Sector SPDR ETF worth $673K as of Q3 2025.
Gries Financial sold 240 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $10.5K.
State Street Energy Select Sector SPDR ETF made up 0.11% of Gries Financial's portfolio in Q3 2025, its #159 holding.
Gries Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 9 quarters since.
Gries Financial's State Street Energy Select Sector SPDR ETF position peaked at $1.13M in Q1 2025.
1,739 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.