Peak Retirement Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Peak Retirement Planning's XLE Position: Q2 2026 in Review
Peak Retirement Planning increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 25% in Q2 2026, buying an estimated $3.82M and bringing the position to 329,503 shares worth $17.5M. The position accounts for 2.77% of the portfolio, ranked #7.
Peak Retirement Planning first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Peak Retirement Planning held 329,503 shares of State Street Energy Select Sector SPDR ETF worth $17.5M as of Q2 2026.
- Peak Retirement Planning bought 66,808 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.82M.
- State Street Energy Select Sector SPDR ETF made up 2.77% of Peak Retirement Planning's portfolio in Q2 2026, its #7 holding.
- Peak Retirement Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- 2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.