Vertex Planning Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Vertex Planning Partners’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	$259K	Buy	4,874 +1,481	+44%	+$84.7K	0.04%	139
2026 Q1	$208K	Buy	+3,393	New	+$182K	0.04%	131
2024 Q2	–	Sell	-12,116	Closed	-$572K	–	159
2024 Q1	$572K	Buy	12,116 +2,294	+23%	+$98.5K	0.16%	77
2023 Q4	$412K	Buy	+9,822	New	+$420K	0.12%	99
2023 Q1	–	Sell	-9,844	Closed	-$430K	–	152
2022 Q4	$430K	Buy	+9,844	New	+$429K	0.17%	76

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

Vertex Planning Partners's XLE Position: Q2 2026 in Review

Vertex Planning Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 44% in Q2 2026, buying an estimated $84.7K and bringing the position to 4,874 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #139.

Vertex Planning Partners first reported a position in XLE in Q4 2022 and has held it in 5 quarters since. The position peaked at $572K in Q1 2024. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Vertex Planning Partners held 4,874 shares of State Street Energy Select Sector SPDR ETF worth $259K as of Q2 2026.
Vertex Planning Partners bought 1,481 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $84.7K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #139 holding.
Vertex Planning Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 5 quarters since.
Vertex Planning Partners's State Street Energy Select Sector SPDR ETF position peaked at $572K in Q1 2024.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.