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
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: Q2 2026 in Review

CFC Planning Company increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1,207% in Q2 2026, buying an estimated $2.5M and bringing the position to 47,368 shares worth $2.52M. The position accounts for 1.47% of the portfolio, ranked #27.

CFC Planning Company first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • CFC Planning Company held 47,368 shares of State Street Energy Select Sector SPDR ETF worth $2.52M as of Q2 2026.
  • CFC Planning Company bought 43,743 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.5M.
  • State Street Energy Select Sector SPDR ETF made up 1.47% of CFC Planning Company's portfolio in Q2 2026, its #27 holding.
  • CFC Planning Company first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.