Phillips Financial Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Phillips Financial Management’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	$120K	Sell	1,952 -1,072	-35%	-$57.5K	0.01%	212
2025 Q4	$135K	Hold	3,024	–	–	0.01%	222
2025 Q3	$135K	Buy	3,024 +396	+15%	+$17.3K	0.01%	228
2025 Q2	$111K	Hold	2,628	–	–	0.01%	202
2025 Q1	$123K	Hold	2,628	–	–	0.01%	192
2024 Q4	$113K	Hold	2,628	–	–	0.01%	189
2024 Q3	$115K	Sell	2,628 -284	-10%	-$12.7K	0.01%	199
2024 Q2	$133K	Hold	2,912	–	–	0.01%	196
2024 Q1	$137K	Hold	2,912	–	–	0.01%	190
2023 Q4	$122K	Buy	2,912 +60	+2%	+$2.57K	0.01%	176
2023 Q3	$129K	Sell	2,852 -394	-12%	-$17.2K	0.01%	169
2023 Q2	$132K	Hold	3,246	–	–	0.01%	172
2023 Q1	$134K	Hold	3,246	–	–	0.01%	175
2022 Q4	$142K	Hold	3,246	–	–	0.01%	156
2022 Q3	$117K	Buy	+3,246	New	+$123K	0.01%	155

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

Phillips Financial Management's XLE Position: Q1 2026 in Review

Phillips Financial Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 35% in Q1 2026, selling an estimated $57.5K and leaving 1,952 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #212.

Phillips Financial Management first reported a position in XLE in Q3 2022 and has held it in 15 quarters since. The position peaked at $142K in Q4 2022. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Phillips Financial Management held 1,952 shares of State Street Energy Select Sector SPDR ETF worth $120K as of Q1 2026.
Phillips Financial Management sold 1,072 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $57.5K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Phillips Financial Management's portfolio in Q1 2026, its #212 holding.
Phillips Financial Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
Phillips Financial Management's State Street Energy Select Sector SPDR ETF position peaked at $142K in Q4 2022.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.