CFC Planning Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-47,368
Closed -$2.52M – 79
2026
Q2
$2.52M Buy
47,368
+43,743
+1,207% +$2.5M 1.47% 27
2026
Q1
$222K Buy
+3,625
New +$194K 0.16% 67

Other funds holding XLE

CFC Planning Company's XLE Position: Q3 2026 in Review

CFC Planning Company sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026, closing a stake of 47,368 shares — an estimated $2.52M sold.

CFC Planning Company first reported a position in XLE in Q1 2026 and held it in 2 quarters. The position peaked at $2.52M in Q2 2026. 962 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • CFC Planning Company reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • CFC Planning Company sold 47,368 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $2.52M.
  • CFC Planning Company first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and held it in 2 quarters.
  • CFC Planning Company's State Street Energy Select Sector SPDR ETF position peaked at $2.52M in Q2 2026.
  • 962 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on CFC Planning Company's 13F filing for Q3 2026, filed 28 Oct 2026.