Go Invest LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Go Invest LLC’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	$6.12K	Buy	115 +42	+58%	+$2.4K	﹤0.01%	84
2026 Q1	$4.47K	Sell	73 -29	-28%	-$1.56K	﹤0.01%	82
2025 Q4	$4.58K	Buy	+102	New	+$4.54K	﹤0.01%	72

Other funds holding XLE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Go Invest LLC's XLE Position: Q2 2026 in Review

Go Invest LLC increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 58% in Q2 2026, buying an estimated $2.4K and bringing the position to 115 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #84.

Go Invest LLC first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. 1,195 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Go Invest LLC held 115 shares of State Street Energy Select Sector SPDR ETF worth $6.12K as of Q2 2026.
Go Invest LLC bought 42 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.4K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Go Invest LLC's portfolio in Q2 2026, its #84 holding.
Go Invest LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,195 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.