My Personal CFO LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

My Personal CFO LLC’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	-3,265	Closed	-$200K	–	92
2026 Q1	$200K	Buy	+3,265	New	+$175K	0.09%	88
2025 Q3	–	Sell	-5,390	Closed	-$229K	–	156
2025 Q2	$229K	Buy	5,390 +22	+0.4%	+$916	0.1%	86
2025 Q1	$251K	Buy	5,368 +20	+0.4%	+$902	0.13%	78
2024 Q4	$229K	Sell	5,348 -2	-0%	-$91	0.12%	85
2024 Q3	$235K	Buy	5,350 +16	+0.3%	+$715	0.13%	81
2024 Q2	$243K	Buy	+5,334	New	+$248K	0.13%	95
2023 Q1	–	Sell	-1,430	Closed	-$62.6K	–	847
2022 Q4	$62.6K	Buy	+1,430	New	+$62.2K	0.06%	121

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

My Personal CFO LLC's XLE Position: Q2 2026 in Review

My Personal CFO LLC sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,265 shares — an estimated $200K sold.

My Personal CFO LLC first reported a position in XLE in Q4 2022 and held it in 7 quarters. The position peaked at $251K in Q1 2025. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

My Personal CFO LLC reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
My Personal CFO LLC sold 3,265 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $200K.
My Personal CFO LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 7 quarters.
My Personal CFO LLC's State Street Energy Select Sector SPDR ETF position peaked at $251K in Q1 2025.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.