Kerr Financial Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Kerr Financial Planning's XLE Position: Q2 2026 in Review
Kerr Financial Planning increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.2% in Q2 2026, buying an estimated $22.8K and bringing the position to 9,954 shares worth $529K. The position accounts for 0.59% of the portfolio, ranked #39.
Kerr Financial Planning first reported a position in XLE in Q3 2025 and has held it in 4 quarters since. The position peaked at $760K in Q4 2025. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Kerr Financial Planning held 9,954 shares of State Street Energy Select Sector SPDR ETF worth $529K as of Q2 2026.
- Kerr Financial Planning bought 399 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $22.8K.
- State Street Energy Select Sector SPDR ETF made up 0.59% of Kerr Financial Planning's portfolio in Q2 2026, its #39 holding.
- Kerr Financial Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
- Kerr Financial Planning's State Street Energy Select Sector SPDR ETF position peaked at $760K in Q4 2025.
- 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.