Sharper & Granite’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sharper & Granite’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	$1.27M	Buy	23,880 +2,690	+13%	+$154K	0.39%	58
2026 Q1	$1.3M	Buy	21,190 +200	+1%	+$10.7K	0.44%	58
2025 Q4	$938K	Buy	20,990 +1,950	+10%	+$86.8K	0.33%	66
2025 Q3	$851K	Sell	19,040 -11,404	-37%	-$499K	0.3%	66
2025 Q2	$1.32M	Sell	30,444 -7,226	-19%	-$301K	0.5%	56
2025 Q1	$1.76M	Sell	37,670 -1,082	-3%	-$48.8K	0.73%	40
2024 Q4	$1.66M	Buy	38,752 +4,330	+13%	+$197K	0.73%	40
2024 Q3	$1.51M	Buy	34,422 +2,620	+8%	+$117K	0.67%	42
2024 Q2	$1.45M	Sell	31,802 -82	-0.3%	-$3.82K	0.69%	43
2024 Q1	$1.56M	Buy	31,884 +172	+0.5%	+$7.39K	0.76%	40
2023 Q4	$1.33M	Sell	31,712 -772	-2%	-$33K	0.69%	45
2023 Q3	$1.47M	Buy	32,484 +2,370	+8%	+$104K	0.85%	37
2023 Q2	$1.22M	Buy	30,114 +2,470	+9%	+$101K	0.7%	46
2023 Q1	$1.14M	Buy	27,644 +4,866	+21%	+$208K	0.69%	47
2022 Q4	$996K	Buy	+22,778	New	+$992K	0.66%	49

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

Sharper & Granite's XLE Position: Q2 2026 in Review

Sharper & Granite increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 13% in Q2 2026, buying an estimated $154K and bringing the position to 23,880 shares worth $1.27M. The position accounts for 0.39% of the portfolio, ranked #58.

Sharper & Granite first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.76M in Q1 2025. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sharper & Granite held 23,880 shares of State Street Energy Select Sector SPDR ETF worth $1.27M as of Q2 2026.
Sharper & Granite bought 2,690 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $154K.
State Street Energy Select Sector SPDR ETF made up 0.39% of Sharper & Granite's portfolio in Q2 2026, its #58 holding.
Sharper & Granite first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Sharper & Granite's State Street Energy Select Sector SPDR ETF position peaked at $1.76M in Q1 2025.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.