Tempus Wealth Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$204K Sell
3,841
-193
-5% -$11K 0.04% 274
2026
Q1
$247K Buy
+4,034
New +$216K 0.06% 240
2025
Q2
Sell
-7,474
Closed -$349K 279
2025
Q1
$349K Sell
7,474
-1,388
-16% -$62.6K 0.1% 187
2024
Q4
$380K Buy
8,862
+3,434
+63% +$156K 0.12% 168
2024
Q3
$238K Buy
5,428
+252
+5% +$11.3K 0.09% 198
2024
Q2
$236K Buy
+5,176
New +$241K 0.1% 176

Other funds holding XLE

Tempus Wealth Planning's XLE Position: Q2 2026 in Review

Tempus Wealth Planning reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.8% in Q2 2026, selling an estimated $11K and leaving 3,841 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #274.

Tempus Wealth Planning first reported a position in XLE in Q2 2024 and has held it in 6 quarters since. The position peaked at $380K in Q4 2024. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Tempus Wealth Planning held 3,841 shares of State Street Energy Select Sector SPDR ETF worth $204K as of Q2 2026.
  • Tempus Wealth Planning sold 193 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11K.
  • State Street Energy Select Sector SPDR ETF made up 0.04% of Tempus Wealth Planning's portfolio in Q2 2026, its #274 holding.
  • Tempus Wealth Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 6 quarters since.
  • Tempus Wealth Planning's State Street Energy Select Sector SPDR ETF position peaked at $380K in Q4 2024.
  • 2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.