Plan Group Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Plan Group Financial’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	–	Sell	-56,670	Closed	-$3.47M	–	276
2026 Q1	$3.47M	Buy	+56,670	New	+$3.04M	0.81%	39
2025 Q4	–	Sell	-21,682	Closed	-$969K	–	219
2025 Q3	$969K	Sell	21,682 -100	-0.5%	-$4.38K	0.26%	93
2025 Q2	$924K	Buy	+21,782	New	+$907K	0.3%	85

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

Plan Group Financial's XLE Position: Q2 2026 in Review

Plan Group Financial sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 56,670 shares — an estimated $3.47M sold.

Plan Group Financial first reported a position in XLE in Q2 2025 and held it in 3 quarters. The position peaked at $3.47M in Q1 2026. 2,037 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Plan Group Financial reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Plan Group Financial sold 56,670 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.47M.
Plan Group Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and held it in 3 quarters.
Plan Group Financial's State Street Energy Select Sector SPDR ETF position peaked at $3.47M in Q1 2026.
2,037 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.