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

CFC Planning Company’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	$222K	Buy	+3,625	New	+$194K	0.16%	67

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

CFC Planning Company's XLE Position: Q1 2026 in Review

CFC Planning Company opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 3,625 shares worth $222K. The stake represents 0.16% of the portfolio and ranks #67 among its holdings.

2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

CFC Planning Company held 3,625 shares of State Street Energy Select Sector SPDR ETF worth $222K as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new CFC Planning Company position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.16% of CFC Planning Company's portfolio in Q1 2026, its #67 holding.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.