Platform Technology Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Platform Technology Partners’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	$1.41M	Sell	26,583 -855	-3%	-$48.9K	0.23%	89
2026 Q1	$1.68M	Buy	27,438 +5,001	+22%	+$268K	0.32%	76
2025 Q4	$1M	Buy	22,437 +861	+4%	+$38.3K	0.21%	104
2025 Q3	$964K	Sell	21,576 -372	-2%	-$16.3K	0.23%	103
2025 Q2	$931K	Buy	21,948 +858	+4%	+$35.7K	0.24%	100
2025 Q1	$985K	Buy	21,090 +250	+1%	+$11.3K	0.29%	90
2024 Q4	$893K	Buy	20,840 +5,956	+40%	+$271K	0.27%	88
2024 Q3	$653K	Sell	14,884 -386	-3%	-$17.3K	0.21%	104
2024 Q2	$696K	Buy	+15,270	New	+$711K	0.24%	89
2023 Q4	$360K	Sell	8,550 -796	-9%	-$34K	0.14%	140
2023 Q3	$422K	Sell	9,346 -164	-2%	-$7.18K	0.2%	113
2023 Q2	$396K	Sell	9,510 -1,564	-14%	-$63.7K	0.19%	119
2023 Q1	$459K	Sell	11,074 -6,148	-36%	-$263K	0.23%	104
2022 Q4	$753K	Sell	17,222 -2,496	-13%	-$109K	0.39%	73
2022 Q3	$710K	Buy	19,718 +1,962	+11%	+$74.2K	0.4%	68
2022 Q2	$635K	Sell	17,756 -1,556	-8%	-$62.4K	0.35%	79
2022 Q1	$738K	Buy	19,312 +5,208	+37%	+$180K	0.35%	75
2021 Q4	$391K	Buy	+14,104	New	+$399K	0.17%	136
2021 Q3	–	Sell	-8,752	Closed	-$236K	–	270
2021 Q2	$236K	Buy	+8,752	New	+$228K	0.1%	211

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

Platform Technology Partners's XLE Position: Q2 2026 in Review

Platform Technology Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.1% in Q2 2026, selling an estimated $48.9K and leaving 26,583 shares worth $1.41M. The position accounts for 0.23% of the portfolio, ranked #89.

Platform Technology Partners first reported a position in XLE in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.68M in Q1 2026. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Platform Technology Partners held 26,583 shares of State Street Energy Select Sector SPDR ETF worth $1.41M as of Q2 2026.
Platform Technology Partners sold 855 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $48.9K.
State Street Energy Select Sector SPDR ETF made up 0.23% of Platform Technology Partners's portfolio in Q2 2026, its #89 holding.
Platform Technology Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 19 quarters since.
Platform Technology Partners's State Street Energy Select Sector SPDR ETF position peaked at $1.68M in Q1 2026.
2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.