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 Q3	$231K	Buy	+3,750	New	+$227K	0.08%	92
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

My Personal CFO LLC's XLE Position: Q3 2026 in Review

My Personal CFO LLC opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 3,750 shares worth $231K. The stake represents 0.08% of the portfolio and ranks #92 among its holdings. This is a return to the name: My Personal CFO LLC previously reported a position in XLE as recently as Q1 2026.

My Personal CFO LLC first reported a position in XLE in Q4 2022 and has held it in 8 quarters since. The position peaked at $251K in Q1 2025. 1,295 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

My Personal CFO LLC held 3,750 shares of State Street Energy Select Sector SPDR ETF worth $231K as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new My Personal CFO LLC position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.08% of My Personal CFO LLC's portfolio in Q3 2026, its #92 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 8 quarters since.
My Personal CFO LLC's State Street Energy Select Sector SPDR ETF position peaked at $251K in Q1 2025.
1,295 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.