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

Planning Project 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
2025 Q4	$125K	Buy	+2,786	New	+$124K	0.03%	43

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Planning Project LLC's XLE Position: Q4 2025 in Review

Planning Project LLC opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025: 2,786 shares worth $125K. The stake represents 0.03% of the portfolio and ranks #43 among its holdings.

1,864 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Planning Project LLC held 2,786 shares of State Street Energy Select Sector SPDR ETF worth $125K as of Q4 2025.
State Street Energy Select Sector SPDR ETF was a new Planning Project LLC position in Q4 2025.
State Street Energy Select Sector SPDR ETF made up 0.03% of Planning Project LLC's portfolio in Q4 2025, its #43 holding.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.