Retirement Planning Group (Kansas)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Retirement Planning Group (Kansas)’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	$1.74M	Sell	32,841 -3,897	-11%	-$223K	0.04%	172
2026 Q1	$2.25M	Buy	36,738 +6,161	+20%	+$330K	0.07%	123
2025 Q4	$1.37M	Sell	30,577 -979	-3%	-$43.6K	0.04%	158
2025 Q3	$1.41M	Buy	31,556 +3,066	+11%	+$134K	0.05%	149
2025 Q2	$1.21M	Sell	28,490 -11,086	-28%	-$462K	0.05%	128
2025 Q1	$1.85M	Sell	39,576 -4,488	-10%	-$202K	0.09%	89
2024 Q4	$1.89M	Buy	44,064 +1,304	+3%	+$59.3K	0.09%	82
2024 Q3	$1.88M	Sell	42,760 -3,884	-8%	-$174K	0.1%	86
2024 Q2	$2.13M	Buy	46,644 +4,234	+10%	+$197K	0.14%	71
2024 Q1	$2M	Buy	+42,410	New	+$1.82M	0.15%	67

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

Retirement Planning Group (Kansas)'s XLE Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q2 2026, selling an estimated $223K and leaving 32,841 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #172.

Retirement Planning Group (Kansas) first reported a position in XLE in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.25M in Q1 2026. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Retirement Planning Group (Kansas) held 32,841 shares of State Street Energy Select Sector SPDR ETF worth $1.74M as of Q2 2026.
Retirement Planning Group (Kansas) sold 3,897 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $223K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #172 holding.
Retirement Planning Group (Kansas) first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Retirement Planning Group (Kansas)'s State Street Energy Select Sector SPDR ETF position peaked at $2.25M in Q1 2026.
2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.