Financial Life Planners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Financial Life Planners’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	$176K	Sell	3,305 -63	-2%	-$3.6K	0.11%	65
2026 Q1	$206K	Buy	+3,368	New	+$181K	0.16%	52
2025 Q4	–	Sell	-2,926	Closed	-$131K	–	338
2025 Q3	$131K	Buy	+2,926	New	+$128K	0.09%	79
2025 Q2	–	Sell	-2,702	Closed	-$126K	–	85
2025 Q1	$126K	Buy	2,702 +796	+42%	+$35.9K	0.12%	67
2024 Q4	$81.7K	Buy	+1,906	New	+$86.6K	0.07%	90

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

Financial Life Planners's XLE Position: Q2 2026 in Review

Financial Life Planners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.9% in Q2 2026, selling an estimated $3.6K and leaving 3,305 shares worth $176K. The position accounts for 0.11% of the portfolio, ranked #65.

Financial Life Planners first reported a position in XLE in Q4 2024 and has held it in 5 quarters since. The position peaked at $206K in Q1 2026. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Financial Life Planners held 3,305 shares of State Street Energy Select Sector SPDR ETF worth $176K as of Q2 2026.
Financial Life Planners sold 63 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.6K.
State Street Energy Select Sector SPDR ETF made up 0.11% of Financial Life Planners's portfolio in Q2 2026, its #65 holding.
Financial Life Planners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
Financial Life Planners's State Street Energy Select Sector SPDR ETF position peaked at $206K in Q1 2026.
2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.