GC
XLEI

Gruss & Co’s State Street Energy Select Sector SPDR Premium Income ETF XLEI Stock Holding History

Gruss & Co’s Portfolio XLEI Stock Details XLEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$276K Sell
4,500
-13,000
-74% -$341K 0.64% 25
2025
Q4 		$782K Buy
+17,500
New +$429K 1.72% 12

Other funds holding XLEI

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return