Sequent Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Sequent Planning's XLE Position: Q2 2026 in Review
Sequent Planning increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.3% in Q2 2026, buying an estimated $3.32K and bringing the position to 19,636 shares worth $1.04M. The position accounts for 0.22% of the portfolio, ranked #93.
Sequent Planning first reported a position in XLE in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.2M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Sequent Planning held 19,636 shares of State Street Energy Select Sector SPDR ETF worth $1.04M as of Q2 2026.
- Sequent Planning bought 58 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.32K.
- State Street Energy Select Sector SPDR ETF made up 0.22% of Sequent Planning's portfolio in Q2 2026, its #93 holding.
- Sequent Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
- Sequent Planning's State Street Energy Select Sector SPDR ETF position peaked at $1.2M in Q1 2026.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.