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

PlanWiser 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	$2.74M	Buy	51,665 +5,658	+12%	+$324K	1.91%	25
2026 Q1	$2.57M	Buy	+46,007	New	+$2.47M	1.86%	21

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

PlanWiser Financial's XLE Position: Q2 2026 in Review

PlanWiser Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q2 2026, buying an estimated $324K and bringing the position to 51,665 shares worth $2.74M. The position accounts for 1.91% of the portfolio, ranked #25.

PlanWiser Financial first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

PlanWiser Financial held 51,665 shares of State Street Energy Select Sector SPDR ETF worth $2.74M as of Q2 2026.
PlanWiser Financial bought 5,658 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $324K.
State Street Energy Select Sector SPDR ETF made up 1.91% of PlanWiser Financial's portfolio in Q2 2026, its #25 holding.
PlanWiser Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.