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 Q3	$11.6M	Sell	188,122 -40,781	-18%	-$2.47M	3.83%	8
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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Decker Retirement Planning's XLE Position: Q3 2026 in Review

Decker Retirement Planning reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q3 2026, selling an estimated $2.47M and leaving 188,122 shares worth $11.6M. The position accounts for 3.83% of the portfolio, ranked #8.

Decker Retirement Planning first reported a position in XLE in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.2M in Q2 2026. 865 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Decker Retirement Planning held 188,122 shares of State Street Energy Select Sector SPDR ETF worth $11.6M as of Q3 2026.
Decker Retirement Planning sold 40,781 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $2.47M.
State Street Energy Select Sector SPDR ETF made up 3.83% of Decker Retirement Planning's portfolio in Q3 2026, its #8 holding.
Decker Retirement Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
Decker Retirement Planning's State Street Energy Select Sector SPDR ETF position peaked at $12.2M in Q2 2026.
865 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.