PlanVest Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
PlanVest Financial's XLE Position: Q2 2026 in Review
PlanVest Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.07% in Q2 2026, buying an estimated $57 and bringing the position to 1,476 shares worth $78.4K. The position accounts for 0.05% of the portfolio, ranked #177.
PlanVest Financial first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $90.4K in Q1 2026. 1,995 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- PlanVest Financial held 1,476 shares of State Street Energy Select Sector SPDR ETF worth $78.4K as of Q2 2026.
- PlanVest Financial bought 1 State Street Energy Select Sector SPDR ETF share in Q2 2026, an estimated $57.
- State Street Energy Select Sector SPDR ETF made up 0.05% of PlanVest Financial's portfolio in Q2 2026, its #177 holding.
- PlanVest Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- PlanVest Financial's State Street Energy Select Sector SPDR ETF position peaked at $90.4K in Q1 2026.
- 1,995 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.