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LifePlan Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

LifePlan Financial’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 		$2.48M Sell
46,713
-1,157
-2% -$66.2K 1.74% 13
2026
Q1 		$2.93M Sell
47,870
-1,539
-3% -$82.6K 2.17% 7
2025
Q4 		$2.21M Sell
49,409
-1,653
-3% -$73.6K 1.69% 14
2025
Q3 		$2.28M Sell
51,062
-1,480
-3% -$64.8K 1.81% 13
2025
Q2 		$2.23M Sell
52,542
-1,258
-2% -$52.4K 1.85% 13
2025
Q1 		$2.51M Sell
53,800
-2,752
-5% -$124K 2.19% 11
2024
Q4 		$2.42M Sell
56,552
-3,396
-6% -$154K 2.14% 12
2024
Q3 		$2.63M Sell
59,948
-1,952
-3% -$87.3K 2.26% 7
2024
Q2 		$2.82M Sell
61,900
-1,568
-2% -$73K 2.6% 7
2024
Q1 		$3M Sell
63,468
-2,920
-4% -$125K 2.75% 7
2023
Q4 		$2.78M Buy
+66,388
New +$2.84M 2.79% 7

Other funds holding XLE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

LifePlan Financial's XLE Position: Q2 2026 in Review

LifePlan Financial reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.4% in Q2 2026, selling an estimated $66.2K and leaving 46,713 shares worth $2.48M. The position accounts for 1.74% of the portfolio, ranked #13.

LifePlan Financial first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3M in Q1 2024. 1,274 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • LifePlan Financial held 46,713 shares of State Street Energy Select Sector SPDR ETF worth $2.48M as of Q2 2026.
  • LifePlan Financial sold 1,157 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $66.2K.
  • State Street Energy Select Sector SPDR ETF made up 1.74% of LifePlan Financial's portfolio in Q2 2026, its #13 holding.
  • LifePlan Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • LifePlan Financial's State Street Energy Select Sector SPDR ETF position peaked at $3M in Q1 2024.
  • 1,274 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.