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 Q2	$789K	Buy	14,856 +44	+0.3%	+$2.52K	0.04%	167
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 $1.55T 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

NFP Retirement Inc's XLE Position: Q2 2026 in Review

NFP Retirement Inc increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.3% in Q2 2026, buying an estimated $2.52K and bringing the position to 14,856 shares worth $789K. The position accounts for 0.04% of the portfolio, ranked #167.

NFP Retirement Inc first reported a position in XLE in Q2 2022 and has held it in 8 quarters since. The position peaked at $907K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

NFP Retirement Inc held 14,856 shares of State Street Energy Select Sector SPDR ETF worth $789K as of Q2 2026.
NFP Retirement Inc bought 44 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.52K.
State Street Energy Select Sector SPDR ETF made up 0.04% of NFP Retirement Inc's portfolio in Q2 2026, its #167 holding.
NFP Retirement Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 8 quarters since.
NFP Retirement Inc's State Street Energy Select Sector SPDR ETF position peaked at $907K in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.