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

Briaud 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 Q3	$44.4M	Buy	722,267 +716,692	+12,855%	+$43.4M	9.8%	4
2026 Q2	$296K	Buy	5,575 +17	+0.3%	+$972	0.08%	32
2026 Q1	$340K	Hold	5,558	–	–	0.09%	27
2025 Q4	$248K	Hold	5,558	–	–	0.06%	31
2025 Q3	$248K	Hold	5,558	–	–	0.08%	27
2025 Q2	$235K	Buy	5,558 +618	+13%	+$25.7K	0.09%	28
2025 Q1	$230K	Hold	4,940	–	–	0.09%	26
2024 Q4	$211K	Sell	4,940 -1,096	-18%	-$49.8K	0.09%	28
2024 Q3	$264K	Hold	6,036	–	–	0.14%	21
2024 Q2	$275K	Hold	6,036	–	–	0.16%	19
2024 Q1	$285K	Buy	+6,036	New	+$259K	0.16%	17
2021 Q3	–	Sell	-826,896	Closed	-$22.3M	–	21
2021 Q2	$22.3M	Sell	826,896 -15,106	-2%	-$393K	14.82%	2
2021 Q1	$20.7M	Buy	842,002 +841,926	+1,107,797%	+$19.4M	15.2%	2
2020 Q4	$12.4M	Sell	76 -15,720	-100%	-$271K	7.89%	3
2020 Q3	$236K	Buy	15,796 +1,820	+13%	+$32.3K	0.17%	14
2020 Q2	$264K	Hold	13,976	–	–	0.2%	12
2020 Q1	$203K	Buy	13,976 +11,464	+456%	+$272K	0.29%	14
2019 Q4	$75K	Buy	+2,512	New	+$74.5K	0.08%	23

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Briaud Financial Planning's XLE Position: Q3 2026 in Review

Briaud Financial Planning increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 12,855% in Q3 2026, buying an estimated $43.4M and bringing the position to 722,267 shares worth $44.4M. The position accounts for 9.8% of the portfolio, ranked #4.

Briaud Financial Planning first reported a position in XLE in Q4 2019 and has held it in 18 quarters since. 614 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Briaud Financial Planning held 722,267 shares of State Street Energy Select Sector SPDR ETF worth $44.4M as of Q3 2026.
Briaud Financial Planning bought 716,692 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $43.4M.
State Street Energy Select Sector SPDR ETF made up 9.8% of Briaud Financial Planning's portfolio in Q3 2026, its #4 holding.
Briaud Financial Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 18 quarters since.
614 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.