XY Planning Network’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

XY Planning Network’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 Q3	$215K	Buy	+3,488	New	+$211K	0.02%	364

Other funds holding XLE

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

XY Planning Network's XLE Position: Q3 2026 in Review

XY Planning Network opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 3,488 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #364 among its holdings.

962 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

XY Planning Network held 3,488 shares of State Street Energy Select Sector SPDR ETF worth $215K as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new XY Planning Network position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of XY Planning Network's portfolio in Q3 2026, its #364 holding.
962 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.