Capital Planning Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Capital Planning Advisors’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	–	Sell	-8,939	Closed	-$400K	–	166
2025 Q4	$400K	Buy	+8,939	New	+$398K	0.05%	120
2025 Q1	–	Sell	-9,642	Closed	-$413K	–	141
2024 Q4	$413K	Buy	+9,642	New	+$438K	0.06%	108
2022 Q3	–	Sell	-400,620	Closed	-$14.3M	–	137
2022 Q2	$14.3M	Buy	+400,620	New	+$16.1M	3.79%	6
2019 Q4	–	Sell	-716	Closed	-$21K	–	153
2019 Q3	$21K	Buy	+716	New	+$21.7K	0.01%	139
2017 Q3	–	Sell	-11,778	Closed	-$382K	–	135
2017 Q2	$382K	Sell	11,778 -24,060	-67%	-$809K	0.17%	93
2017 Q1	$1.25M	Buy	35,838 +6,900	+24%	+$249K	0.62%	43
2016 Q4	$1.09M	Buy	+28,938	New	+$1.05M	0.58%	43

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

Capital Planning Advisors's XLE Position: Q1 2026 in Review

Capital Planning Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 8,939 shares — an estimated $400K sold.

Capital Planning Advisors first reported a position in XLE in Q4 2016 and held it in 7 quarters. The position peaked at $14.3M in Q2 2022. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Capital Planning Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Capital Planning Advisors sold 8,939 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $400K.
Capital Planning Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and held it in 7 quarters.
Capital Planning Advisors's State Street Energy Select Sector SPDR ETF position peaked at $14.3M in Q2 2022.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.