Consolidated Planning Corp’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Consolidated Planning Corp's XLE Position: Q2 2026 in Review
Consolidated Planning Corp increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.2% in Q2 2026, buying an estimated $82.3K and bringing the position to 24,628 shares worth $1.31M. The position accounts for 0.18% of the portfolio, ranked #72.
Consolidated Planning Corp first reported a position in XLE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.42M in Q1 2026. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Consolidated Planning Corp held 24,628 shares of State Street Energy Select Sector SPDR ETF worth $1.31M as of Q2 2026.
- Consolidated Planning Corp bought 1,440 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $82.3K.
- State Street Energy Select Sector SPDR ETF made up 0.18% of Consolidated Planning Corp's portfolio in Q2 2026, its #72 holding.
- Consolidated Planning Corp first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
- Consolidated Planning Corp's State Street Energy Select Sector SPDR ETF position peaked at $1.42M in Q1 2026.
- 2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.