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 Q3	$206K	Buy	+3,354	New	+$203K	0.11%	38
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Forbes Financial Planning's XLE Position: Q3 2026 in Review

Forbes Financial Planning opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 3,354 shares worth $206K. The stake represents 0.11% of the portfolio and ranks #38 among its holdings. This is a return to the name: Forbes Financial Planning previously reported a position in XLE as recently as Q1 2026.

Forbes Financial Planning first reported a position in XLE in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.25M in Q1 2024. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Forbes Financial Planning held 3,354 shares of State Street Energy Select Sector SPDR ETF worth $206K as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new Forbes Financial Planning position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.11% of Forbes Financial Planning's portfolio in Q3 2026, its #38 holding.
Forbes Financial Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Forbes Financial Planning's State Street Energy Select Sector SPDR ETF position peaked at $2.25M in Q1 2024.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Forbes Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.