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

Elser 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
2026 Q2	$609K	Sell	11,466 -134	-1%	-$7.66K	0.03%	66
2026 Q1	$697K	Buy	+11,600	New	+$622K	0.03%	58
2025 Q1	–	Sell	-14,100	Closed	-$604K	–	112
2024 Q4	$604K	Buy	+14,100	New	+$641K	0.04%	51
2024 Q3	–	Sell	-12,258	Closed	-$559K	–	105
2024 Q2	$559K	Buy	+12,258	New	+$571K	0.09%	47

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Elser Financial Planning's XLE Position: Q2 2026 in Review

Elser Financial Planning reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.2% in Q2 2026, selling an estimated $7.66K and leaving 11,466 shares worth $609K. The position accounts for 0.03% of the portfolio, ranked #66.

Elser Financial Planning first reported a position in XLE in Q2 2024 and has held it in 4 quarters since. The position peaked at $697K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Elser Financial Planning held 11,466 shares of State Street Energy Select Sector SPDR ETF worth $609K as of Q2 2026.
Elser Financial Planning sold 134 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $7.66K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Elser Financial Planning's portfolio in Q2 2026, its #66 holding.
Elser Financial Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 4 quarters since.
Elser Financial Planning's State Street Energy Select Sector SPDR ETF position peaked at $697K in Q1 2026.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.