Game Plan Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Game Plan Financial Advisors’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 Q1	$128K	Buy	2,089 +304	+17%	+$16.3K	0.06%	91
2025 Q4	$79.8K	Buy	1,785 +1,765	+8,825%	+$78.6K	0.03%	121
2025 Q3	$893	Hold	20	–	–	﹤0.01%	300
2025 Q2	$848	Sell	20 -100	-83%	-$4.17K	﹤0.01%	303
2025 Q1	$5.61K	Hold	120	–	–	﹤0.01%	246
2024 Q4	$5.13K	Hold	120	–	–	﹤0.01%	264
2024 Q3	$5.27K	Sell	120 -58,588	-100%	-$2.62M	﹤0.01%	270
2024 Q2	$2.68M	Sell	58,708 -1,516	-3%	-$70.6K	1.32%	27
2024 Q1	$2.84M	Buy	60,224 +51,374	+580%	+$2.21M	1.44%	24
2023 Q4	$371K	Buy	+8,850	New	+$378K	0.21%	78
2022 Q2	–	Sell	-47,046	Closed	-$1.8M	–	116
2022 Q1	$1.8M	Sell	47,046 -56,942	-55%	-$1.97M	1.07%	35
2021 Q4	$2.89M	Buy	103,988 +1,300	+1%	+$36.7K	1.54%	23
2021 Q3	$2.67M	Buy	102,688 +100	+0.1%	+$2.48K	1.59%	21
2021 Q2	$2.76M	Sell	102,588 -1,150	-1%	-$29.9K	1.64%	23
2021 Q1	$2.55M	Sell	103,738 -11,168	-10%	-$258K	1.64%	23
2020 Q4	$2.18M	Buy	+114,906	New	+$1.98M	1.55%	21
2020 Q2	–	Sell	-20,050	Closed	-$291K	–	93
2020 Q1	$291K	Buy	20,050 +5,524	+38%	+$131K	0.34%	56
2019 Q4	$436K	Buy	+14,526	New	+$431K	0.41%	57

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Game Plan Financial Advisors's XLE Position: Q1 2026 in Review

Game Plan Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 17% in Q1 2026, buying an estimated $16.3K and bringing the position to 2,089 shares worth $128K. The position accounts for 0.06% of the portfolio, ranked #91.

Game Plan Financial Advisors first reported a position in XLE in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.89M in Q4 2021. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Game Plan Financial Advisors held 2,089 shares of State Street Energy Select Sector SPDR ETF worth $128K as of Q1 2026.
Game Plan Financial Advisors bought 304 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $16.3K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Game Plan Financial Advisors's portfolio in Q1 2026, its #91 holding.
Game Plan Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 18 quarters since.
Game Plan Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.89M in Q4 2021.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.