BFC Planning, Inc.’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

BFC Planning, Inc.’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	$2.44M	Sell	39,650 -709	-2%	-$43K	0.1%	216
2026 Q2	$2.14M	Sell	40,359 -6,254	-13%	-$358K	0.09%	232
2026 Q1	$2.86M	Buy	46,613 +1,514	+3%	+$81.2K	0.13%	165
2025 Q4	$2.02M	Buy	45,099 +12,837	+40%	+$572K	0.09%	219
2025 Q3	$1.44M	Sell	32,262 -2,238	-6%	-$98K	0.1%	178
2025 Q2	$1.46M	Sell	34,500 -10,720	-24%	-$446K	0.11%	165
2025 Q1	$2.11M	Sell	45,220 -832	-2%	-$37.5K	0.19%	102
2024 Q4	$1.97M	Sell	46,052 -3,894	-8%	-$177K	0.16%	111
2024 Q3	$2.19M	Buy	+49,946	New	+$2.23M	0.19%	103

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

BFC Planning, Inc.'s XLE Position: Q3 2026 in Review

BFC Planning, Inc. reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.8% in Q3 2026, selling an estimated $43K and leaving 39,650 shares worth $2.44M. The position accounts for 0.1% of the portfolio, ranked #216.

BFC Planning, Inc. first reported a position in XLE in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.86M in Q1 2026. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

BFC Planning, Inc. held 39,650 shares of State Street Energy Select Sector SPDR ETF worth $2.44M as of Q3 2026.
BFC Planning, Inc. sold 709 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $43K.
State Street Energy Select Sector SPDR ETF made up 0.1% of BFC Planning, Inc.'s portfolio in Q3 2026, its #216 holding.
BFC Planning, Inc. first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s State Street Energy Select Sector SPDR ETF position peaked at $2.86M in Q1 2026.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.