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

Investment Planning 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 		– Sell
-3,520
Closed -$216K – 120
2026
Q1 		$216K Buy
+3,520
New +$189K 0.06% 103

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Investment Planning Advisors's XLE Position: Q2 2026 in Review

Investment Planning Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,520 shares — an estimated $216K sold.

Investment Planning Advisors first reported a position in XLE in Q1 2026 and held it in 1 quarter. The position peaked at $216K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Investment Planning Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Investment Planning Advisors sold 3,520 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $216K.
  • Investment Planning Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Investment Planning Advisors's State Street Energy Select Sector SPDR ETF position peaked at $216K in Q1 2026.
  • 2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.