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

Holistic Planning’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	$3.16M	Sell	51,636 -10,383	-17%	-$557K	0.63%	34
2025 Q4	$2.77M	Buy	62,019 +3,361	+6%	+$150K	0.59%	34
2025 Q3	$2.62M	Sell	58,658 -414	-0.7%	-$18.1K	0.69%	28
2025 Q2	$2.5M	Buy	59,072 +3,000	+5%	+$125K	0.72%	26
2025 Q1	$2.62M	Buy	56,072 +1,154	+2%	+$52K	0.89%	23
2024 Q4	$2.35M	Buy	54,918 +33,584	+157%	+$1.53M	0.85%	21
2024 Q3	$937K	Buy	+21,334	New	+$954K	0.4%	56

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

Holistic Planning's XLE Position: Q1 2026 in Review

Holistic Planning reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 17% in Q1 2026, selling an estimated $557K and leaving 51,636 shares worth $3.16M. The position accounts for 0.63% of the portfolio, ranked #34.

Holistic Planning first reported a position in XLE in Q3 2024 and has held it in 7 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Holistic Planning held 51,636 shares of State Street Energy Select Sector SPDR ETF worth $3.16M as of Q1 2026.
Holistic Planning sold 10,383 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $557K.
State Street Energy Select Sector SPDR ETF made up 0.63% of Holistic Planning's portfolio in Q1 2026, its #34 holding.
Holistic Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.