Action Point Financial Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Action Point Financial Planning’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	$215K	Buy	+4,035	New	+$231K	0.02%	419

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

Action Point Financial Planning's XLE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 4,035 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #419 among its holdings.

2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Action Point Financial Planning held 4,035 shares of State Street Energy Select Sector SPDR ETF worth $215K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Action Point Financial Planning position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #419 holding.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.