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 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 $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Retirement Planning Group (Kansas)'s XLE Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 20% in Q1 2026, buying an estimated $330K and bringing the position to 36,738 shares worth $2.25M. The position accounts for 0.07% of the portfolio, ranked #123.

Retirement Planning Group (Kansas) first reported a position in XLE in Q1 2024 and has held it in 9 quarters since. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Retirement Planning Group (Kansas) held 36,738 shares of State Street Energy Select Sector SPDR ETF worth $2.25M as of Q1 2026.
Retirement Planning Group (Kansas) bought 6,161 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $330K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #123 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 9 quarters since.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.