RiverGlades Family Offices’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

RiverGlades Family Offices’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	$729K	Buy	13,717 +210	+2%	+$12K	0.33%	54
2026 Q1	$827K	Buy	+13,507	New	+$725K	0.49%	38
2025 Q3	$614K	Sell	13,752 -414	-3%	-$18.1K	0.38%	44
2025 Q2	$601K	Buy	14,166 +510	+4%	+$21.2K	0.39%	41
2025 Q1	$638K	Buy	13,656 +90	+0.7%	+$4.06K	0.46%	40
2024 Q4	$581K	Buy	13,566 +150	+1%	+$6.82K	0.41%	41
2024 Q3	$589K	Buy	13,416 +1,510	+13%	+$67.5K	0.42%	41
2024 Q2	$543K	Buy	11,906 +140	+1%	+$6.52K	0.42%	42
2024 Q1	$555K	Sell	11,766 -1,290	-10%	-$55.4K	0.44%	40
2023 Q4	$550K	Sell	13,056 -340	-3%	-$14.5K	0.45%	37
2023 Q3	$605K	Hold	13,396	–	–	0.53%	35
2023 Q2	$544K	Sell	13,396 -202	-1%	-$8.23K	0.48%	38
2023 Q1	$563K	Sell	13,598 -440	-3%	-$18.8K	0.52%	36
2022 Q4	$614K	Buy	+14,038	New	+$611K	0.56%	32
2022 Q2	$474K	Sell	13,268 -560	-4%	-$22.5K	0.44%	42
2022 Q1	$529K	Sell	13,828 -200	-1%	-$6.93K	0.4%	44
2021 Q4	$389K	Buy	14,028 +1,410	+11%	+$39.8K	0.28%	55
2021 Q3	$329K	Buy	12,618 +400	+3%	+$9.91K	0.26%	59
2021 Q2	$329K	Sell	12,218 -510	-4%	-$13.3K	0.25%	59
2021 Q1	$312K	Sell	12,728 -10	-0.1%	-$231	0.25%	60
2020 Q4	$241K	Buy	+12,738	New	+$220K	0.2%	68
2020 Q3	–	Sell	-13,268	Closed	-$251K	–	71
2020 Q2	$251K	Buy	+13,268	New	+$247K	0.26%	54
2020 Q1	–	Sell	-10,062	Closed	-$302K	–	63
2019 Q4	$302K	Sell	10,062 -430	-4%	-$12.8K	0.26%	55
2019 Q3	$311K	Sell	10,492 -210	-2%	-$6.35K	0.28%	55
2019 Q2	$341K	Sell	10,702 -296	-3%	-$9.48K	0.3%	51
2019 Q1	$364K	Buy	+10,998	New	+$353K	0.33%	47
2018 Q4	–	Sell	-12,254	Closed	-$464K	–	80
2018 Q3	$464K	Buy	12,254 +700	+6%	+$26.2K	0.39%	41
2018 Q2	$439K	Buy	11,554 +170	+1%	+$6.32K	0.38%	40
2018 Q1	$384K	Buy	11,384 +304	+3%	+$10.8K	0.31%	52
2017 Q4	$400K	Buy	+11,080	New	+$381K	0.33%	45

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

RiverGlades Family Offices's XLE Position: Q2 2026 in Review

RiverGlades Family Offices increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.6% in Q2 2026, buying an estimated $12K and bringing the position to 13,717 shares worth $729K. The position accounts for 0.33% of the portfolio, ranked #54.

RiverGlades Family Offices first reported a position in XLE in Q4 2017 and has held it in 30 quarters since. The position peaked at $827K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

RiverGlades Family Offices held 13,717 shares of State Street Energy Select Sector SPDR ETF worth $729K as of Q2 2026.
RiverGlades Family Offices bought 210 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $12K.
State Street Energy Select Sector SPDR ETF made up 0.33% of RiverGlades Family Offices's portfolio in Q2 2026, its #54 holding.
RiverGlades Family Offices first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 30 quarters since.
RiverGlades Family Offices's State Street Energy Select Sector SPDR ETF position peaked at $827K in Q1 2026.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on RiverGlades Family Offices's 13F filing for Q2 2026, filed 10 Aug 2026.