Bank Julius Baer & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bank Julius Baer & Co’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 Q1	–	Sell	-5,165	Closed	-$231K	–	722
2025 Q4	$231K	Sell	5,165 -7,935	-61%	-$353K	﹤0.01%	475
2025 Q3	$585K	Buy	+13,100	New	+$574K	﹤0.01%	404
2025 Q2	–	Sell	-9,450	Closed	-$442K	–	641
2025 Q1	$442K	Sell	9,450 -20,144	-68%	-$908K	﹤0.01%	379
2024 Q4	$1.39M	Buy	29,594 +580	+2%	+$26.4K	﹤0.01%	293
2024 Q3	$1.35M	Sell	29,014 -78	-0.3%	-$3.49K	﹤0.01%	272
2024 Q2	$1.33M	Sell	29,092 -2,986	-9%	-$139K	0.01%	224
2024 Q1	$7.61M	Sell	32,078 -109,186	-77%	-$4.69M	0.03%	185
2023 Q4	$5.92M	Buy	141,264 +31,690	+29%	+$1.36M	0.03%	199
2023 Q3	$4.95M	Buy	109,574 +67,968	+163%	+$2.97M	0.03%	179
2023 Q2	$1.69M	Buy	41,606 +750	+2%	+$30.5K	0.01%	229
2023 Q1	$1.69M	Sell	40,856 -944	-2%	-$40.4K	0.01%	218
2022 Q4	$1.83M	Buy	41,800 +38,218	+1,067%	+$1.66M	0.01%	211
2022 Q3	$129K	Buy	3,582 +1,288	+56%	+$48.7K	﹤0.01%	438
2022 Q2	$82K	Buy	2,294 +424	+23%	+$17K	﹤0.01%	501
2022 Q1	$71K	Sell	1,870 -186	-9%	-$6.44K	﹤0.01%	505
2021 Q4	$57K	Buy	2,056 +108	+6%	+$3.05K	﹤0.01%	646
2021 Q3	$51K	Sell	1,948 -6,146	-76%	-$152K	﹤0.01%	672
2021 Q2	$218K	Buy	8,094 +4,230	+109%	+$110K	﹤0.01%	553
2021 Q1	$95K	Sell	3,864 -1,414	-27%	-$32.6K	﹤0.01%	625
2020 Q4	$100K	Sell	5,278 -1,734	-25%	-$29.9K	﹤0.01%	629
2020 Q3	$115K	Buy	7,012 +6,758	+2,661%	+$120K	﹤0.01%	557
2020 Q2	$70K	Sell	254 -5,320	-95%	-$98.9K	﹤0.01%	541
2020 Q1	$81K	Buy	+5,574	New	+$132K	﹤0.01%	508

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Bank Julius Baer & Co's XLE Position: Q1 2026 in Review

Bank Julius Baer & Co sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 5,165 shares — an estimated $231K sold.

Bank Julius Baer & Co first reported a position in XLE in Q1 2020 and held it in 23 quarters. The position peaked at $7.61M in Q1 2024. 2,123 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Bank Julius Baer & Co reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Bank Julius Baer & Co sold 5,165 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $231K.
Bank Julius Baer & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and held it in 23 quarters.
Bank Julius Baer & Co's State Street Energy Select Sector SPDR ETF position peaked at $7.61M in Q1 2024.
2,123 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.