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Grove Bank & Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Grove Bank & Trust’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 		$6.87M Sell
129,408
-117,737
-48% -$6.73M 0.68% 39
2026
Q1 		$15.1M Buy
247,145
+131,273
+113% +$7.04M 1.71% 10
2025
Q4 		$5.18M Sell
115,872
-88,338
-43% -$3.93M 0.58% 44
2025
Q3 		$9.12M Buy
204,210
+189,666
+1,304% +$8.3M 1.07% 25
2025
Q2 		$617K Sell
14,544
-41,998
-74% -$1.75M 0.08% 151
2025
Q1 		$2.64M Buy
56,542
+15,118
+36% +$682K 0.35% 60
2024
Q4 		$1.77M Sell
41,424
-6,370
-13% -$289K 0.25% 69
2024
Q3 		$2.1M Buy
47,794
+1,440
+3% +$64.4K 0.31% 63
2024
Q2 		$2.11M Sell
46,354
-32,770
-41% -$1.53M 0.34% 57
2024
Q1 		$3.74M Buy
79,124
+13,588
+21% +$584K 0.63% 38
2023
Q4 		$2.75M Buy
65,536
+6,856
+12% +$293K 0.51% 44
2023
Q3 		$2.65M Buy
58,680
+3,570
+6% +$156K 0.54% 43
2023
Q2 		$2.24M Buy
55,110
+27,146
+97% +$1.11M 0.45% 45
2023
Q1 		$1.16M Sell
27,964
-3,640
-12% -$156K 0.24% 80
2022
Q4 		$1.38M Sell
31,604
-5,670
-15% -$247K 0.3% 69
2022
Q3 		$1.34M Sell
37,274
-8,842
-19% -$334K 0.33% 66
2022
Q2 		$1.65M Sell
46,116
-21,610
-32% -$867K 0.39% 60
2022
Q1 		$2.59M Buy
67,726
+9,656
+17% +$334K 0.51% 46
2021
Q4 		$1.61M Sell
58,070
-524
-0.9% -$14.8K 0.31% 74
2021
Q3 		$1.53M Sell
58,594
-2,434
-4% -$60.3K 0.32% 69
2021
Q2 		$1.64M Sell
61,028
-848
-1% -$22.1K 0.36% 63
2021
Q1 		$1.52M Buy
61,876
+4,942
+9% +$114K 0.36% 66
2020
Q4 		$1.08M Sell
56,934
-18,240
-24% -$314K 0.28% 83
2020
Q3 		$1.13M Sell
75,174
-7,208
-9% -$128K 0.34% 70
2020
Q2 		$1.56M Buy
82,382
+46,480
+129% +$864K 0.51% 49
2020
Q1 		$522K Sell
35,902
-1,220
-3% -$28.9K 0.21% 103
2019
Q4 		$1.11M Sell
37,122
-9,922
-21% -$294K 0.34% 77
2019
Q3 		$1.39M Buy
47,044
+3,908
+9% +$118K 0.45% 55
2019
Q2 		$1.37M Sell
43,136
-412
-0.9% -$13.2K 0.5% 48
2019
Q1 		$1.44M Buy
43,548
+10,160
+30% +$326K 0.55% 42
2018
Q4 		$957K Sell
33,388
-12,496
-27% -$418K 0.45% 59
2018
Q3 		$1.74M Buy
45,884
+6,150
+15% +$231K 0.71% 33
2018
Q2 		$1.51M Buy
39,734
+13,686
+53% +$509K 0.64% 37
2018
Q1 		$878K Buy
26,048
+9,546
+58% +$338K 0.39% 75
2017
Q4 		$596K Buy
16,502
+11,156
+209% +$384K 0.26% 92
2017
Q3 		$183K Buy
5,346
+5,266
+6,583% +$171K 0.09% 165
2017
Q2 		$3K Buy
+80
New +$2.69K ﹤0.01% 626
2016
Q3 		– Sell
-450
Closed -$15K – 272
2016
Q2 		$15K Sell
450
-290
-39% -$9.57K 0.01% 194
2016
Q1 		$23K Sell
740
-16,632
-96% -$482K 0.02% 192
2015
Q4 		$524K Buy
+17,372
New +$572K 0.47% 53

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Grove Bank & Trust's XLE Position: Q2 2026 in Review

Grove Bank & Trust reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 48% in Q2 2026, selling an estimated $6.73M and leaving 129,408 shares worth $6.87M. The position accounts for 0.68% of the portfolio, ranked #39.

Grove Bank & Trust first reported a position in XLE in Q4 2015 and has held it in 40 quarters since. The position peaked at $15.1M in Q1 2026. 502 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Grove Bank & Trust held 129,408 shares of State Street Energy Select Sector SPDR ETF worth $6.87M as of Q2 2026.
  • Grove Bank & Trust sold 117,737 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $6.73M.
  • State Street Energy Select Sector SPDR ETF made up 0.68% of Grove Bank & Trust's portfolio in Q2 2026, its #39 holding.
  • Grove Bank & Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 40 quarters since.
  • Grove Bank & Trust's State Street Energy Select Sector SPDR ETF position peaked at $15.1M in Q1 2026.
  • 502 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.