Valtinson Bruner Financial Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Valtinson Bruner Financial Planning’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	$264K	Buy	4,970 +34	+0.7%	+$1.94K	0.07%	151
2026 Q1	$302K	Buy	4,936 +30	+0.6%	+$1.61K	0.08%	123
2025 Q4	$219K	Buy	4,906 +38	+0.8%	+$1.69K	0.06%	150
2025 Q3	$217K	Sell	4,868 -672	-12%	-$29.4K	0.06%	150
2025 Q2	$235K	Buy	5,540 +48	+0.9%	+$2K	0.07%	134
2025 Q1	$257K	Buy	5,492 +34	+0.6%	+$1.53K	0.09%	112
2024 Q4	$234K	Buy	5,458 +38	+0.7%	+$1.73K	0.08%	131
2024 Q3	$238K	Buy	5,420 +36	+0.7%	+$1.61K	0.08%	122
2024 Q2	$245K	Buy	5,384 +36	+0.7%	+$1.68K	0.1%	109
2024 Q1	$252K	Buy	5,348 +34	+0.6%	+$1.46K	0.11%	103
2023 Q4	$223K	Buy	5,314 +42	+0.8%	+$1.8K	0.11%	105
2023 Q3	$238K	Buy	5,272 +128	+2%	+$5.6K	0.13%	102
2023 Q2	$209K	Buy	5,144 +40	+0.8%	+$1.63K	0.11%	108
2023 Q1	$211K	Buy	5,104 +42	+0.8%	+$1.8K	0.12%	110
2022 Q4	$224K	Sell	5,062 -778	-13%	-$33.9K	0.13%	107
2022 Q3	$210K	Sell	5,840 -688	-11%	-$26K	0.13%	94
2022 Q2	$233K	Buy	6,528 +50	+0.8%	+$2.01K	0.14%	88
2022 Q1	$259K	Buy	+6,478	New	+$224K	0.15%	81

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

Valtinson Bruner Financial Planning's XLE Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.69% in Q2 2026, buying an estimated $1.94K and bringing the position to 4,970 shares worth $264K. The position accounts for 0.07% of the portfolio, ranked #151.

Valtinson Bruner Financial Planning first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $302K in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Valtinson Bruner Financial Planning held 4,970 shares of State Street Energy Select Sector SPDR ETF worth $264K as of Q2 2026.
Valtinson Bruner Financial Planning bought 34 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.94K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #151 holding.
Valtinson Bruner Financial Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Valtinson Bruner Financial Planning's State Street Energy Select Sector SPDR ETF position peaked at $302K in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.