Vilga Financial 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
$323K Buy
6,080
+232
+4% +$13.3K 0.24% 68
2026
Q1
$358K Buy
+5,848
New +$314K 0.32% 53

Other funds holding XLE

Vilga Financial Planning's XLE Position: Q2 2026 in Review

Vilga Financial Planning increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4% in Q2 2026, buying an estimated $13.3K and bringing the position to 6,080 shares worth $323K. The position accounts for 0.24% of the portfolio, ranked #68.

Vilga Financial Planning first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $358K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Vilga Financial Planning held 6,080 shares of State Street Energy Select Sector SPDR ETF worth $323K as of Q2 2026.
  • Vilga Financial Planning bought 232 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $13.3K.
  • State Street Energy Select Sector SPDR ETF made up 0.24% of Vilga Financial Planning's portfolio in Q2 2026, its #68 holding.
  • Vilga Financial Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Vilga Financial Planning's State Street Energy Select Sector SPDR ETF position peaked at $358K in Q1 2026.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Vilga Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.