Avantax Planning Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Avantax Planning Partners’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	$769K	Sell	14,486 -193	-1%	-$11K	0.02%	227
2026 Q1	$899K	Buy	14,679 +404	+3%	+$21.7K	0.02%	207
2025 Q4	$638K	Buy	14,275 +2,257	+19%	+$101K	0.02%	236
2025 Q3	$537K	Buy	12,018 +4,836	+67%	+$212K	0.02%	263
2025 Q2	$305K	Sell	7,182 -1,264	-15%	-$52.6K	0.01%	350
2025 Q1	$395K	Buy	8,446 +1,070	+15%	+$48.2K	0.01%	294
2024 Q4	$316K	Buy	7,376 +2,434	+49%	+$111K	0.01%	329
2024 Q3	$217K	Sell	4,942 -1,710	-26%	-$76.4K	0.01%	409
2024 Q2	$303K	Buy	+6,652	New	+$310K	0.01%	357
2023 Q4	–	Sell	-5,080	Closed	-$230K	–	387
2023 Q3	$230K	Buy	+5,080	New	+$222K	0.01%	328
2021 Q4	–	Sell	-7,700	Closed	-$201K	–	367
2021 Q3	$201K	Sell	7,700 -6,960	-47%	-$172K	0.01%	323
2021 Q2	$395K	Buy	14,660 +620	+4%	+$16.1K	0.02%	224
2021 Q1	$344K	Buy	14,040 +1,000	+8%	+$23.1K	0.02%	226
2020 Q4	$247K	Sell	13,040 -1,094	-8%	-$18.9K	0.01%	250
2020 Q3	$212K	Sell	14,134 -2,000	-12%	-$35.5K	0.01%	274
2020 Q2	$305K	Buy	+16,134	New	+$300K	0.02%	212
2019 Q2	–	Sell	-7,872	Closed	-$260K	–	309
2019 Q1	$260K	Sell	7,872 -4,000	-34%	-$128K	0.02%	247
2018 Q4	$340K	Sell	11,872 -1,020	-8%	-$34.1K	0.03%	184
2018 Q3	$488K	Buy	12,892 +5,396	+72%	+$202K	0.04%	141
2018 Q2	$286K	Sell	7,496 -5,162	-41%	-$192K	0.03%	190
2018 Q1	$427K	Buy	12,658 +2,450	+24%	+$86.7K	0.04%	188
2017 Q4	$369K	Buy	10,208 +2,098	+26%	+$72.2K	0.03%	204
2017 Q3	$278K	Sell	8,110 -1,308	-14%	-$42.5K	0.02%	291
2017 Q2	$306K	Buy	+9,418	New	+$317K	0.03%	252

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

Avantax Planning Partners's XLE Position: Q2 2026 in Review

Avantax Planning Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.3% in Q2 2026, selling an estimated $11K and leaving 14,486 shares worth $769K. The position accounts for 0.02% of the portfolio, ranked #227.

Avantax Planning Partners first reported a position in XLE in Q2 2017 and has held it in 24 quarters since. The position peaked at $899K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Avantax Planning Partners held 14,486 shares of State Street Energy Select Sector SPDR ETF worth $769K as of Q2 2026.
Avantax Planning Partners sold 193 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #227 holding.
Avantax Planning Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and has held it in 24 quarters since.
Avantax Planning Partners's State Street Energy Select Sector SPDR ETF position peaked at $899K 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 Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.