Gruss & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Gruss & Co’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 Q3	$1.32M	Buy	+21,500	New	+$1.3M	1.1%	11
2024 Q2	–	Sell	-7,000	Closed	-$330K	–	23
2024 Q1	$330K	Buy	+7,000	New	+$301K	1.82%	16
2023 Q4	–	Sell	-35,000	Closed	-$1.58M	–	22
2023 Q3	$1.58M	Buy	+35,000	New	+$1.53M	13.39%	1
2021 Q1	–	Sell	-45,000	Closed	-$853K	–	32
2020 Q4	$853K	Hold	45,000	–	–	3.28%	9
2020 Q3	$674K	Buy	+45,000	New	+$799K	0.18%	10
2015 Q2	–	Sell	-10,000	Closed	-$388K	–	48
2015 Q1	$388K	Buy	+10,000	New	+$387K	0.41%	32

Other funds holding XLE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Gruss & Co's XLE Position: Q3 2026 in Review

Gruss & Co opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 21,500 shares worth $1.32M. The stake represents 1.1% of the portfolio and ranks #11 among its holdings. This is a return to the name: Gruss & Co previously reported a position in XLE as recently as Q1 2024.

Gruss & Co first reported a position in XLE in Q1 2015 and has held it in 6 quarters since. The position peaked at $1.58M in Q3 2023. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Gruss & Co held 21,500 shares of State Street Energy Select Sector SPDR ETF worth $1.32M as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new Gruss & Co position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 1.1% of Gruss & Co's portfolio in Q3 2026, its #11 holding.
Gruss & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and has held it in 6 quarters since.
Gruss & Co's State Street Energy Select Sector SPDR ETF position peaked at $1.58M in Q3 2023.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Gruss & Co's 13F filing for Q3 2026, filed 2 Nov 2026.