Peak Planning Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Peak Planning Group’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	$272K	Buy	5,113 +180	+4%	+$10.3K	0.06%	106
2026 Q1	$302K	Buy	+4,933	New	+$265K	0.08%	97
2025 Q4	–	Sell	-4,504	Closed	-$201K	–	127
2025 Q3	$201K	Sell	4,504 -25,500	-85%	-$1.12M	0.1%	94
2025 Q2	$1.27M	Sell	30,004 -10,094	-25%	-$420K	0.81%	24
2025 Q1	$1.87M	Buy	40,098 +9,128	+29%	+$412K	0.79%	23
2024 Q4	$1.33M	Buy	30,970 +2,822	+10%	+$128K	0.55%	33
2024 Q3	$1.24M	Buy	28,148 +3,790	+16%	+$169K	0.54%	35
2024 Q2	$1.11M	Sell	24,358 -1,020	-4%	-$47.5K	0.55%	37
2024 Q1	$1.2M	Sell	25,378 -9,882	-28%	-$424K	0.75%	29
2023 Q4	$1.48M	Sell	35,260 -1,782	-5%	-$76.2K	1.06%	22
2023 Q3	$1.67M	Sell	37,042 -4,098	-10%	-$179K	1.31%	17
2023 Q2	$1.67M	Sell	41,140 -9,708	-19%	-$395K	1.24%	20
2023 Q1	$2.11M	Buy	50,848 +1,974	+4%	+$84.4K	1.71%	15
2022 Q4	$2.14M	Buy	48,874 +3,282	+7%	+$143K	1.88%	15
2022 Q3	$1.64M	Buy	45,592 +3,718	+9%	+$141K	1.52%	16
2022 Q2	$1.5M	Buy	+41,874	New	+$1.68M	1.26%	18

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

Peak Planning Group's XLE Position: Q2 2026 in Review

Peak Planning Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.6% in Q2 2026, buying an estimated $10.3K and bringing the position to 5,113 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #106.

Peak Planning Group first reported a position in XLE in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.14M in Q4 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Peak Planning Group held 5,113 shares of State Street Energy Select Sector SPDR ETF worth $272K as of Q2 2026.
Peak Planning Group bought 180 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $10.3K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Peak Planning Group's portfolio in Q2 2026, its #106 holding.
Peak Planning Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 16 quarters since.
Peak Planning Group's State Street Energy Select Sector SPDR ETF position peaked at $2.14M in Q4 2022.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.