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

Defined 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
2025
Q2 		– Sell
-8,098
Closed -$381K – 93
2025
Q1 		$381K Buy
+8,098
New +$365K 0.39% 37

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Defined Financial Planning's XLE Position: Q2 2025 in Review

Defined Financial Planning sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 8,098 shares — an estimated $381K sold.

Defined Financial Planning first reported a position in XLE in Q1 2025 and held it in 1 quarter. The position peaked at $381K in Q1 2025. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

  • Defined Financial Planning reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Defined Financial Planning sold 8,098 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $381K.
  • Defined Financial Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • Defined Financial Planning's State Street Energy Select Sector SPDR ETF position peaked at $381K in Q1 2025.
  • 1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Defined Financial Planning's 13F filing for Q2 2025, filed 23 Jul 2025.