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 Q2	$21.2K	Sell	399 -1,690	-81%	-$96.6K	0.01%	196
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Game Plan Financial Advisors's XLE Position: Q2 2026 in Review

Game Plan Financial Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 81% in Q2 2026, selling an estimated $96.6K and leaving 399 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #196.

Game Plan Financial Advisors first reported a position in XLE in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.89M in Q4 2021. 2,035 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Game Plan Financial Advisors held 399 shares of State Street Energy Select Sector SPDR ETF worth $21.2K as of Q2 2026.
Game Plan Financial Advisors sold 1,690 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $96.6K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #196 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 19 quarters since.
Game Plan Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.89M in Q4 2021.
2,035 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.