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 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	$12.4K	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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Briaud Financial Planning's XLE Position: Q1 2026 in Review

Briaud Financial Planning held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 5,558 shares worth $340K. The position accounts for 0.09% of the portfolio, ranked #27.

Briaud Financial Planning first reported a position in XLE in Q4 2019 and has held it in 16 quarters since. The position peaked at $22.3M in Q2 2021. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Briaud Financial Planning held 5,558 shares of State Street Energy Select Sector SPDR ETF worth $340K as of Q1 2026.
Briaud Financial Planning left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.09% of Briaud Financial Planning's portfolio in Q1 2026, its #27 holding.
Briaud Financial Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 16 quarters since.
Briaud Financial Planning's State Street Energy Select Sector SPDR ETF position peaked at $22.3M in Q2 2021.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.