Next Level Wealth Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Next Level Wealth 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 Q3	$79.5K	Buy	+1,292	New	+$78.3K	0.03%	134

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 13.06% 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

Next Level Wealth Planning's XLE Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 1,292 shares worth $79.5K. The stake represents 0.03% of the portfolio and ranks #134 among its holdings.

1,295 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Next Level Wealth Planning held 1,292 shares of State Street Energy Select Sector SPDR ETF worth $79.5K as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new Next Level Wealth Planning position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #134 holding.
1,295 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.