Consolidated Planning Corp’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Consolidated Planning Corp's XLE Position: Q1 2026 in Review

Consolidated Planning Corp increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 40% in Q1 2026, buying an estimated $353K and bringing the position to 23,188 shares worth $1.42M. The position accounts for 0.23% of the portfolio, ranked #70.

Consolidated Planning Corp first reported a position in XLE in Q2 2023 and has held it in 12 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

• Consolidated Planning Corp held 23,188 shares of State Street Energy Select Sector SPDR ETF worth $1.42M as of Q1 2026.
• Consolidated Planning Corp bought 6,588 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $353K.
• State Street Energy Select Sector SPDR ETF made up 0.23% of Consolidated Planning Corp's portfolio in Q1 2026, its #70 holding.
• Consolidated Planning Corp first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
• 2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.