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

Essential 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
Q1 		– Sell
-4,420
Closed -$201K – 305
2024
Q4 		$201K Buy
+4,420
New +$201K ﹤0.01% 307

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Essential Planning's XLE Position: Q1 2025 in Review

Essential Planning sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025, closing a stake of 4,420 shares — an estimated $201K sold.

Essential Planning first reported a position in XLE in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 1,839 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

  • Essential Planning reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 4,420 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $201K.
  • Essential Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's State Street Energy Select Sector SPDR ETF position peaked at $201K in Q4 2024.
  • 1,839 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.