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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.09M Buy
18,664
+134
+0.7% +$7.66K 0.4% 42
2026
Q1
$1.02M Buy
18,530
+116
+0.6% +$6.22K 0.4% 40
2025
Q4
$981K Buy
+18,414
New +$820K 0.38% 43

Other funds holding XLE

Meramec Financial Planners's XLE Position: Q2 2026 in Review

Meramec Financial Planners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.72% in Q2 2026, buying an estimated $7.66K and bringing the position to 18,664 shares worth $1.09M. The position accounts for 0.4% of the portfolio, ranked #42.

Meramec Financial Planners first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. 2,032 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Meramec Financial Planners held 18,664 shares of State Street Energy Select Sector SPDR ETF worth $1.09M as of Q2 2026.
  • Meramec Financial Planners bought 134 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $7.66K.
  • State Street Energy Select Sector SPDR ETF made up 0.4% of Meramec Financial Planners's portfolio in Q2 2026, its #42 holding.
  • Meramec Financial Planners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,032 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.