Comprehensive Financial Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Comprehensive 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 Q2	$214K	Buy	4,031 +27	+0.7%	+$1.54K	0.11%	119
2026 Q1	$245K	Buy	4,004 +23	+0.6%	+$1.23K	0.17%	94
2025 Q4	$178K	Buy	3,981 +27	+0.7%	+$1.2K	0.12%	106
2025 Q3	$177K	Sell	3,954 -50	-1%	-$2.19K	0.12%	105
2025 Q2	$170K	Sell	4,004 -738	-16%	-$30.7K	0.13%	104
2025 Q1	$222K	Sell	4,742 -326	-6%	-$14.7K	0.22%	77
2024 Q4	$217K	Buy	+5,068	New	+$230K	0.18%	82

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Comprehensive Financial Planning's XLE Position: Q2 2026 in Review

Comprehensive Financial Planning increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.67% in Q2 2026, buying an estimated $1.54K and bringing the position to 4,031 shares worth $214K. The position accounts for 0.11% of the portfolio, ranked #119.

Comprehensive Financial Planning first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $245K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Comprehensive Financial Planning held 4,031 shares of State Street Energy Select Sector SPDR ETF worth $214K as of Q2 2026.
Comprehensive Financial Planning bought 27 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.54K.
State Street Energy Select Sector SPDR ETF made up 0.11% of Comprehensive Financial Planning's portfolio in Q2 2026, its #119 holding.
Comprehensive Financial Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's State Street Energy Select Sector SPDR ETF position peaked at $245K in Q1 2026.
2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.