Bank Julius Baer & Co
XLE icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $666B AUM 30.12% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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. 2,110 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.
  • 2,110 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.