NFP Retirement Inc’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

NFP Retirement Inc’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	$907K	Sell	14,812 -210	-1%	-$11.3K	0.05%	147
2025 Q4	$672K	Sell	15,022 -222	-1%	-$9.89K	0.04%	167
2025 Q3	$681K	Hold	15,244	–	–	0.04%	166
2025 Q2	$646K	Buy	15,244 +126	+0.8%	+$5.25K	0.04%	170
2025 Q1	$706K	Buy	15,118 +3,072	+26%	+$139K	0.06%	148
2024 Q4	$516K	Buy	+12,046	New	+$547K	0.04%	182
2022 Q3	–	Sell	-5,778	Closed	-$207K	–	236
2022 Q2	$207K	Buy	+5,778	New	+$232K	0.05%	217

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

NFP Retirement Inc's XLE Position: Q1 2026 in Review

NFP Retirement Inc reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.4% in Q1 2026, selling an estimated $11.3K and leaving 14,812 shares worth $907K. The position accounts for 0.05% of the portfolio, ranked #147.

NFP Retirement Inc first reported a position in XLE in Q2 2022 and has held it in 7 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

NFP Retirement Inc held 14,812 shares of State Street Energy Select Sector SPDR ETF worth $907K as of Q1 2026.
NFP Retirement Inc sold 210 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $11.3K.
State Street Energy Select Sector SPDR ETF made up 0.05% of NFP Retirement Inc's portfolio in Q1 2026, its #147 holding.
NFP Retirement Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 7 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.