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 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 $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

My Personal CFO LLC's XLE Position: Q1 2026 in Review

My Personal CFO LLC opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 3,265 shares worth $200K. The stake represents 0.09% of the portfolio and ranks #88 among its holdings. This is a return to the name: My Personal CFO LLC previously reported a position in XLE as recently as Q2 2025.

My Personal CFO LLC first reported a position in XLE in Q4 2022 and has held it in 7 quarters since. The position peaked at $251K in Q1 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

My Personal CFO LLC held 3,265 shares of State Street Energy Select Sector SPDR ETF worth $200K as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new My Personal CFO LLC position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.09% of My Personal CFO LLC's portfolio in Q1 2026, its #88 holding.
My Personal CFO LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 7 quarters since.
My Personal CFO LLC's State Street Energy Select Sector SPDR ETF position peaked at $251K in Q1 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.