WealthPlan Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

WealthPlan Investment Management’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	$1.89M	Sell	35,605 -2,125	-6%	-$122K	0.09%	169
2026 Q1	$2.31M	Buy	37,730 +30,531	+424%	+$1.64M	0.13%	145
2025 Q4	$322K	Buy	7,199 +2,207	+44%	+$98.3K	0.02%	306
2025 Q3	$223K	Sell	4,992 -1,986	-28%	-$87K	0.01%	307
2025 Q2	$296K	Buy	+6,978	New	+$291K	0.02%	293
2023 Q2	–	Sell	-780	Closed	-$32.3K	–	468
2023 Q1	$32.3K	Sell	780 -16,010	-95%	-$685K	0.01%	273
2022 Q4	$755K	Sell	16,790 -570	-3%	-$24.8K	0.05%	203
2022 Q3	$739K	Buy	+17,360	New	+$657K	0.05%	192
2022 Q1	$827K	Buy	+22,014	New	+$762K	0.06%	191

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

WealthPlan Investment Management's XLE Position: Q2 2026 in Review

WealthPlan Investment Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.6% in Q2 2026, selling an estimated $122K and leaving 35,605 shares worth $1.89M. The position accounts for 0.09% of the portfolio, ranked #169.

WealthPlan Investment Management first reported a position in XLE in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.31M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

WealthPlan Investment Management held 35,605 shares of State Street Energy Select Sector SPDR ETF worth $1.89M as of Q2 2026.
WealthPlan Investment Management sold 2,125 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $122K.
State Street Energy Select Sector SPDR ETF made up 0.09% of WealthPlan Investment Management's portfolio in Q2 2026, its #169 holding.
WealthPlan Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 9 quarters since.
WealthPlan Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $2.31M 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 WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.