Decker Retirement Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Decker Retirement 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	$12.2M	Buy	228,903 +65,738	+40%	+$3.76M	4.14%	3
2026 Q1	$10M	Buy	+163,165	New	+$8.75M	4.53%	2
2025 Q3	–	Sell	-262	Closed	-$11.1K	–	339
2025 Q2	$11.1K	Sell	262 -198	-43%	-$8.25K	0.01%	159
2025 Q1	$21.5K	Buy	+460	New	+$20.7K	0.01%	88

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Decker Retirement Planning's XLE Position: Q2 2026 in Review

Decker Retirement Planning increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 40% in Q2 2026, buying an estimated $3.76M and bringing the position to 228,903 shares worth $12.2M. The position accounts for 4.14% of the portfolio, ranked #3.

Decker Retirement Planning first reported a position in XLE in Q1 2025 and has held it in 4 quarters since. 844 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Decker Retirement Planning held 228,903 shares of State Street Energy Select Sector SPDR ETF worth $12.2M as of Q2 2026.
Decker Retirement Planning bought 65,738 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.76M.
State Street Energy Select Sector SPDR ETF made up 4.14% of Decker Retirement Planning's portfolio in Q2 2026, its #3 holding.
Decker Retirement Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 4 quarters since.
844 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.