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

Forbes 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 		– Sell
-3,580
Closed -$219K – 40
2026
Q1 		$219K Buy
+3,580
New +$192K 0.13% 37
2025
Q4 		– Sell
-27,270
Closed -$1.22M – 39
2025
Q3 		$1.22M Sell
27,270
-1,316
-5% -$57.6K 0.81% 21
2025
Q2 		$1.21M Sell
28,586
-15,318
-35% -$638K 0.82% 22
2025
Q1 		$2.05M Sell
43,904
-1,708
-4% -$77K 1.52% 21
2024
Q4 		$1.95M Sell
45,612
-878
-2% -$39.9K 0.95% 22
2024
Q3 		$2.04M Sell
46,490
-412
-0.9% -$18.4K 1.47% 22
2024
Q2 		$2.14M Sell
46,902
-696
-1% -$32.4K 1.68% 22
2024
Q1 		$2.25M Sell
47,598
-1,644
-3% -$70.6K 1.93% 19
2023
Q4 		$2.06M Sell
49,242
-142
-0.3% -$6.07K 1.92% 19
2023
Q3 		$2.23M Sell
49,384
-1,196
-2% -$52.3K 2.39% 18
2023
Q2 		$2.05M Hold
50,580
– – 1.98% 20
2023
Q1 		$2.09M Sell
50,580
-2,804
-5% -$120K 2.06% 20
2022
Q4 		$1.92M Hold
53,384
– – 2.8% 16
2022
Q3 		$1.92M Sell
53,384
-412
-0.8% -$15.6K 2.8% 16
2022
Q2 		$1.92M Sell
53,796
-1,696
-3% -$68K 2.76% 15
2022
Q1 		$2.12M Buy
55,492
+1,108
+2% +$38.4K 2.64% 15
2021
Q4 		$1.49M Buy
+54,384
New +$1.54M 1.47% 18

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Forbes Financial Planning sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,580 shares — an estimated $219K sold.

Forbes Financial Planning first reported a position in XLE in Q4 2021 and held it in 17 quarters. The position peaked at $2.25M in Q1 2024. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Forbes Financial Planning reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Forbes Financial Planning sold 3,580 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $219K.
  • Forbes Financial Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 17 quarters.
  • Forbes Financial Planning's State Street Energy Select Sector SPDR ETF position peaked at $2.25M in Q1 2024.
  • 1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.