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

United 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 		$354K Hold
6,667
– – 0.18% 39
2026
Q1 		$408K Buy
6,667
+41
+0.6% +$2.2K 0.24% 32
2025
Q4 		$296K Buy
6,626
+24
+0.4% +$1.07K 0.18% 44
2025
Q3 		$295K Buy
+6,602
New +$289K 0.19% 35

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

United Financial Planning Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 6,667 shares worth $354K. The position accounts for 0.18% of the portfolio, ranked #39.

United Financial Planning Group first reported a position in XLE in Q3 2025 and has held it in 4 quarters since. The position peaked at $408K in Q1 2026. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • United Financial Planning Group held 6,667 shares of State Street Energy Select Sector SPDR ETF worth $354K as of Q2 2026.
  • United Financial Planning Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.18% of United Financial Planning Group's portfolio in Q2 2026, its #39 holding.
  • United Financial Planning Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's State Street Energy Select Sector SPDR ETF position peaked at $408K in Q1 2026.
  • 2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.