Mark Sheptoff Financial Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Mark Sheptoff Financial 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	–	Sell	-600	Closed	-$35.7K	–	541
2026 Q1	$35.7K	Buy	+600	New	+$32.2K	0.02%	210
2024 Q4	–	Sell	-444	Closed	-$19.5K	–	451
2024 Q3	$19.5K	Sell	444 -170	-28%	-$7.6K	0.01%	247
2024 Q2	$28K	Buy	614 +274	+81%	+$12.8K	0.02%	230
2024 Q1	$16.1K	Hold	340	–	–	0.01%	256
2023 Q4	$14.3K	Hold	340	–	–	0.01%	257
2023 Q3	$15.4K	Hold	340	–	–	0.01%	234
2023 Q2	$13.8K	Hold	340	–	–	0.01%	254
2023 Q1	$14.1K	Hold	340	–	–	0.01%	241
2022 Q4	$14.9K	Buy	+340	New	+$14.8K	0.01%	241
2016 Q1	–	Sell	-470	Closed	-$14K	–	404
2015 Q4	$14K	Buy	+470	New	+$15.5K	0.01%	249

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

Mark Sheptoff Financial Planning's XLE Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 600 shares — an estimated $35.7K sold.

Mark Sheptoff Financial Planning first reported a position in XLE in Q4 2015 and held it in 10 quarters. The position peaked at $35.7K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Mark Sheptoff Financial Planning reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 600 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $35.7K.
Mark Sheptoff Financial Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and held it in 10 quarters.
Mark Sheptoff Financial Planning's State Street Energy Select Sector SPDR ETF position peaked at $35.7K in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.