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 Q2	$3.16M	Buy	59,546 +7,910	+15%	+$452K	0.49%	44
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 $1.55T 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

Holistic Planning's XLE Position: Q2 2026 in Review

Holistic Planning increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 15% in Q2 2026, buying an estimated $452K and bringing the position to 59,546 shares worth $3.16M. The position accounts for 0.49% of the portfolio, ranked #44.

Holistic Planning first reported a position in XLE in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.16M in Q1 2026. 2,035 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Holistic Planning held 59,546 shares of State Street Energy Select Sector SPDR ETF worth $3.16M as of Q2 2026.
Holistic Planning bought 7,910 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $452K.
State Street Energy Select Sector SPDR ETF made up 0.49% of Holistic Planning's portfolio in Q2 2026, its #44 holding.
Holistic Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Holistic Planning's State Street Energy Select Sector SPDR ETF position peaked at $3.16M in Q1 2026.
2,035 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.