Plancorp LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Plancorp LLC’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 Q3	$294K	Buy	+4,205	New	+$255K	0.01%	361

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Plancorp LLC's XLE Position: Q3 2026 in Review

Plancorp LLC opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 4,205 shares worth $294K. The stake represents 0.01% of the portfolio and ranks #361 among its holdings.

1,295 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Plancorp LLC held 4,205 shares of State Street Energy Select Sector SPDR ETF worth $294K as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new Plancorp LLC position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Plancorp LLC's portfolio in Q3 2026, its #361 holding.
1,295 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.