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

Retirement Planning Group (New York)’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	$4.85M	Sell	79,220 -2,041	-3%	-$109K	3.13%	10
2025 Q4	$3.63M	Sell	81,261 -3,009	-4%	-$134K	2.48%	16
2025 Q3	$3.76M	Buy	84,270 +1,302	+2%	+$57K	2.82%	14
2025 Q2	$3.52M	Buy	82,968 +702	+0.9%	+$29.2K	3.09%	12
2025 Q1	$3.84M	Buy	82,266 +1,316	+2%	+$59.3K	3.91%	7
2024 Q4	$3.47M	Buy	+80,950	New	+$3.68M	3.82%	9

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 (New York)'s XLE Position: Q1 2026 in Review

Retirement Planning Group (New York) reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.5% in Q1 2026, selling an estimated $109K and leaving 79,220 shares worth $4.85M. The position accounts for 3.13% of the portfolio, ranked #10.

Retirement Planning Group (New York) first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Retirement Planning Group (New York) held 79,220 shares of State Street Energy Select Sector SPDR ETF worth $4.85M as of Q1 2026.
Retirement Planning Group (New York) sold 2,041 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $109K.
State Street Energy Select Sector SPDR ETF made up 3.13% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #10 holding.
Retirement Planning Group (New York) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.