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 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 $1.37T 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

Plan Group Financial's XLE Position: Q1 2026 in Review

Plan Group Financial opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 56,670 shares worth $3.47M. The stake represents 0.81% of the portfolio and ranks #39 among its holdings. This is a return to the name: Plan Group Financial previously reported a position in XLE as recently as Q3 2025.

Plan Group Financial first reported a position in XLE in Q2 2025 and has held it in 3 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Plan Group Financial held 56,670 shares of State Street Energy Select Sector SPDR ETF worth $3.47M as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Plan Group Financial position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.81% of Plan Group Financial's portfolio in Q1 2026, its #39 holding.
Plan Group Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and has held it in 3 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.