Personal CFO Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Personal CFO Solutions’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	$2.07M	Buy	39,007 +330	+0.9%	+$18.9K	0.3%	57
2026 Q1	$2.37M	Sell	38,677 -4,262	-10%	-$229K	0.33%	48
2025 Q4	$1.92M	Sell	42,939 -307	-0.7%	-$13.7K	0.3%	55
2025 Q3	$1.93M	Buy	+43,246	New	+$1.89M	0.34%	51
2024 Q4	–	Sell	-29,378	Closed	-$1.29M	–	623
2024 Q3	$1.29M	Sell	29,378 -15,892	-35%	-$710K	0.18%	111
2024 Q2	$2.06M	Sell	45,270 -2,030	-4%	-$94.6K	0.32%	58
2024 Q1	$2.23M	Buy	47,300 +16,572	+54%	+$712K	0.35%	54
2023 Q4	$1.29M	Sell	30,728 -50,336	-62%	-$2.15M	0.22%	85
2023 Q3	$3.66M	Buy	81,064 +41,862	+107%	+$1.83M	0.72%	29
2023 Q2	$1.59M	Sell	39,202 -46,354	-54%	-$1.89M	0.32%	63
2023 Q1	$3.54M	Buy	85,556 +5,524	+7%	+$236K	0.73%	28
2022 Q4	$3.52M	Sell	80,032 -8,406	-10%	-$366K	0.74%	29
2022 Q3	$3.19M	Sell	88,438 -30,300	-26%	-$1.15M	0.8%	28
2022 Q2	$4.25M	Buy	118,738 +34,958	+42%	+$1.4M	1%	23
2022 Q1	$3.2M	Buy	83,780 +936	+1%	+$32.4K	0.63%	32
2021 Q4	$2.3M	Buy	82,844 +36,918	+80%	+$1.04M	0.43%	43
2021 Q3	$1.2M	Sell	45,926 -44,706	-49%	-$1.11M	0.25%	88
2021 Q2	$2.44M	Buy	90,632 +14,568	+19%	+$379K	0.5%	36
2021 Q1	$1.87M	Buy	+76,064	New	+$1.75M	0.4%	51

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

Personal CFO Solutions's XLE Position: Q2 2026 in Review

Personal CFO Solutions increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.85% in Q2 2026, buying an estimated $18.9K and bringing the position to 39,007 shares worth $2.07M. The position accounts for 0.3% of the portfolio, ranked #57.

Personal CFO Solutions first reported a position in XLE in Q1 2021 and has held it in 19 quarters since. The position peaked at $4.25M in Q2 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Personal CFO Solutions held 39,007 shares of State Street Energy Select Sector SPDR ETF worth $2.07M as of Q2 2026.
Personal CFO Solutions bought 330 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $18.9K.
State Street Energy Select Sector SPDR ETF made up 0.3% of Personal CFO Solutions's portfolio in Q2 2026, its #57 holding.
Personal CFO Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 19 quarters since.
Personal CFO Solutions's State Street Energy Select Sector SPDR ETF position peaked at $4.25M in Q2 2022.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.