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Virginia Estate & Retirement Planning Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$13.5K Sell
254
-414
-62% -$23.7K 0.02% 108
2026
Q1 		$75.2K Buy
+668
New +$35.8K 0.13% 24

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

Virginia Estate & Retirement Planning Advisors's XLE Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 62% in Q2 2026, selling an estimated $23.7K and leaving 254 shares worth $13.5K. The position accounts for 0.02% of the portfolio, ranked #108.

Virginia Estate & Retirement Planning Advisors first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $75.2K in Q1 2026. 2,016 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 254 shares of State Street Energy Select Sector SPDR ETF worth $13.5K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors sold 414 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $23.7K.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #108 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Virginia Estate & Retirement Planning Advisors's State Street Energy Select Sector SPDR ETF position peaked at $75.2K in Q1 2026.
  • 2,016 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.