Stonebridge Financial Planning Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Stonebridge Financial Planning Group’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	–	Sell	-3,630	Closed	-$222K	–	188
2026 Q1	$222K	Sell	3,630 -848	-19%	-$45.5K	0.08%	163
2025 Q4	$200K	Sell	4,478 -5,706	-56%	-$254K	0.07%	168
2025 Q3	$455K	Sell	10,184 -8,350	-45%	-$366K	0.17%	122
2025 Q2	$786K	Sell	18,534 -856	-4%	-$35.6K	0.33%	89
2025 Q1	$906K	Buy	19,390 +206	+1%	+$9.29K	0.41%	74
2024 Q4	$822K	Buy	19,184 +178	+0.9%	+$8.09K	0.37%	77
2024 Q3	$834K	Sell	19,006 -2,120	-10%	-$94.8K	0.4%	71
2024 Q2	$963K	Sell	21,126 -1,192	-5%	-$55.5K	0.48%	57
2024 Q1	$1.05M	Sell	22,318 -5,196	-19%	-$223K	0.56%	51
2023 Q4	$1.15M	Sell	27,514 -18,790	-41%	-$803K	0.66%	44
2023 Q3	$2.09M	Sell	46,304 -10,500	-18%	-$459K	1.34%	20
2023 Q2	$2.31M	Sell	56,804 -7,760	-12%	-$316K	1.4%	21
2023 Q1	$2.67M	Buy	64,564 +22,260	+53%	+$952K	1.73%	15
2022 Q4	$1.85M	Buy	42,304 +33,286	+369%	+$1.45M	1.23%	23
2022 Q3	$325K	Buy	+9,018	New	+$341K	0.23%	93
2022 Q1	–	Sell	-600	Closed	-$20K	–	368
2021 Q4	$20K	Buy	600 +400	+200%	+$11.3K	0.01%	300
2021 Q3	$6K	Buy	200 +70	+54%	+$1.73K	﹤0.01%	372
2021 Q2	$3K	Buy	+130	New	+$3.38K	﹤0.01%	399
2020 Q3	–	Sell	-300	Closed	-$6K	–	412
2020 Q2	$6K	Hold	300	–	–	0.01%	347
2020 Q1	$5K	Hold	300	–	–	0.01%	366
2019 Q4	$9K	Buy	+300	New	+$8.9K	0.01%	302

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

Stonebridge Financial Planning Group's XLE Position: Q2 2026 in Review

Stonebridge Financial Planning Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,630 shares — an estimated $222K sold.

Stonebridge Financial Planning Group first reported a position in XLE in Q4 2019 and held it in 21 quarters. The position peaked at $2.67M in Q1 2023. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Stonebridge Financial Planning Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Stonebridge Financial Planning Group sold 3,630 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $222K.
Stonebridge Financial Planning Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 21 quarters.
Stonebridge Financial Planning Group's State Street Energy Select Sector SPDR ETF position peaked at $2.67M in Q1 2023.
2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.