Sequent Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
VMPIC
MMH
Sequent Planning's XLE Position: Q1 2026 in Review
Sequent Planning increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.7% in Q1 2026, buying an estimated $46.9K and bringing the position to 19,578 shares worth $1.2M. The position accounts for 0.29% of the portfolio, ranked #82.
Sequent Planning first reported a position in XLE in Q1 2025 and has held it in 4 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.
- Sequent Planning held 19,578 shares of State Street Energy Select Sector SPDR ETF worth $1.2M as of Q1 2026.
- Sequent Planning bought 875 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $46.9K.
- State Street Energy Select Sector SPDR ETF made up 0.29% of Sequent Planning's portfolio in Q1 2026, its #82 holding.
- Sequent Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 4 quarters since.
- 2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.
Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.