XLE ENERGY SELECT SECTOR SPDR

Ownership history in Grove Bank & Trust  ·  39 quarters on record

AI Ownership Summary

Grove Bank & Trust reported ENERGY SELECT SECTOR SPDR (XLE) in 39 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.71% in 2026 Q1. The latest visible filing shows XLE at 1.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grove Bank & Trust's position in ENERGY SELECT SECTOR SPDR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XLE was reported at 1.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.71% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Grove Bank & Trust held XLE — position size vs. price
% of Fund (quarterly)    XLE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 247,145 +131,273 +113.3% 1.71% $15.1M 2026-04-08 $58.05
2025 Q4 ADDED 115,872 +13,767 +13.5% 0.58% $5.2M 2026-01-08 $46.25
2025 Q3 ADDED 102,105 +94,833 +1304.1% 1.07% $9.1M 2025-10-06 $44.01
2025 Q2 REDUCED 7,272 -20,999 -74.3% 0.08% $617K 2025-07-11 $43.53
2025 Q1 ADDED 28,271 +7,559 +36.5% 0.35% $2.6M 2025-04-17 $39.48
2024 Q4 REDUCED 20,712 -3,185 -13.3% 0.25% $1.8M 2025-01-16 $44.82
2024 Q3 ADDED 23,897 +720 +3.1% 0.31% $2.1M 2024-10-11 $44.24
2024 Q2 REDUCED 23,177 -16,385 -41.4% 0.34% $2.1M 2024-07-24 $42.71
2024 Q1 ADDED 39,562 +6,794 +20.7% 0.63% $3.7M 2024-04-30 $43.86
2023 Q4 ADDED 32,768 +3,428 +11.7% 0.51% $2.7M 2024-01-30 $39.55
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Grove Bank & Trust and XLE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grove Bank & Trust reported owning XLE?

Grove Bank & Trust reported XLE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XLE position in Grove Bank & Trust's portfolio?

The largest reported portfolio weight for XLE was 1.71% in 2026 Q1.

What is the latest reported XLE position on this page?

The most recent filing on this page is 2026 Q1, when Grove Bank & Trust reported 247,145 shares, equal to 1.71% of portfolio, with an estimated market value of $15.1M.

What does the chart on this XLE ownership page compare?

The chart compares Grove Bank & Trust's quarterly XLE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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