Planning Strategies Inc.’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Planning Strategies Inc.’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	$9.35K	Buy	+176	New	+$10.1K	0.01%	333

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Planning Strategies Inc.'s XLE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 176 shares worth $9.35K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings.

889 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Planning Strategies Inc. held 176 shares of State Street Energy Select Sector SPDR ETF worth $9.35K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Planning Strategies Inc. position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #333 holding.
889 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.