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 Q3	$1.73M	Buy	28,187 +1,089	+4%	+$66K	0.67%	21
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	–	64
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	–	46
2022 Q4	$221K	Buy	+5,062	New	+$220K	0.53%	33

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Gainplan's XLE Position: Q3 2026 in Review

Gainplan increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4% in Q3 2026, buying an estimated $66K and bringing the position to 28,187 shares worth $1.73M. The position accounts for 0.67% of the portfolio, ranked #21.

Gainplan first reported a position in XLE in Q4 2022 and has held it in 13 quarters since. 207 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Gainplan held 28,187 shares of State Street Energy Select Sector SPDR ETF worth $1.73M as of Q3 2026.
Gainplan bought 1,089 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $66K.
State Street Energy Select Sector SPDR ETF made up 0.67% of Gainplan's portfolio in Q3 2026, its #21 holding.
Gainplan first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
207 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Gainplan's 13F filing for Q3 2026, filed 9 Oct 2026.