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

LifeSteps 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 		$54.4K Buy
+1,024
New +$58.5K 0.03% 207
2024
Q2 		– Sell
-1,084
Closed -$51.2K – 423
2024
Q1 		$51.2K Buy
+1,084
New +$46.6K 0.04% 152

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

LifeSteps Financial's XLE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 1,024 shares worth $54.4K. The stake represents 0.03% of the portfolio and ranks #207 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in XLE as recently as Q1 2024.

LifeSteps Financial first reported a position in XLE in Q1 2024 and has held it in 2 quarters since. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • LifeSteps Financial held 1,024 shares of State Street Energy Select Sector SPDR ETF worth $54.4K as of Q2 2026.
  • State Street Energy Select Sector SPDR ETF was a new LifeSteps Financial position in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #207 holding.
  • LifeSteps Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 2 quarters since.
  • 700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.