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

Gainplan’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	$1.44M	Buy	27,098 +3,404	+14%	+$195K	0.57%	23
2026 Q1	$1.45M	Buy	23,694 +18,345	+343%	+$984K	1.09%	16
2025 Q4	$239K	Buy	5,349 +795	+17%	+$35.4K	0.09%	53
2025 Q3	$203K	Buy	+4,554	New	+$199K	0.09%	51
2025 Q2	–	Sell	-4,936	Closed	-$231K	–	65
2025 Q1	$231K	Sell	4,936 -1,836	-27%	-$82.8K	0.15%	40
2024 Q4	$290K	Buy	6,772 +308	+5%	+$14K	0.11%	37
2024 Q3	$295K	Hold	6,464	–	–	0.14%	42
2024 Q2	$295K	Sell	6,464 -1,556	-19%	-$72.5K	0.14%	40
2024 Q1	$379K	Buy	8,020 +2,014	+34%	+$86.5K	0.18%	39
2023 Q4	$252K	Buy	6,006 +1,400	+30%	+$59.9K	0.13%	38
2023 Q3	$208K	Buy	+4,606	New	+$202K	0.29%	38
2023 Q1	–	Sell	-5,062	Closed	-$221K	–	48
2022 Q4	$221K	Buy	+5,062	New	+$220K	0.53%	33

Other funds holding XLE

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return