Brighton Jones LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Brighton Jones LLC’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	$1.28M	Sell	24,115 -497	-2%	-$28.4K	0.02%	439
2026 Q1	$1.51M	Buy	+24,612	New	+$1.32M	0.03%	343
2025 Q4	–	Sell	-16,798	Closed	-$750K	–	985
2025 Q3	$750K	Sell	16,798 -944	-5%	-$41.3K	0.02%	489
2025 Q2	$752K	Sell	17,742 -1,998	-10%	-$83.2K	0.02%	398
2025 Q1	$922K	Buy	19,740 +1,014	+5%	+$45.7K	0.03%	276
2024 Q4	$802K	Buy	18,726 +6,362	+51%	+$289K	0.02%	296
2024 Q3	$543K	Sell	12,364 -5,542	-31%	-$248K	0.02%	306
2024 Q2	$816K	Buy	17,906 +2,758	+18%	+$128K	0.03%	258
2024 Q1	$715K	Buy	15,148 +1,854	+14%	+$79.6K	0.03%	279
2023 Q4	$557K	Buy	13,294 +1,118	+9%	+$47.8K	0.02%	306
2023 Q3	$550K	Buy	12,176 +2,510	+26%	+$110K	0.03%	268
2023 Q2	$392K	Sell	9,666 -1,584	-14%	-$64.5K	0.02%	343
2023 Q1	$466K	Buy	11,250 +4,242	+61%	+$181K	0.03%	295
2022 Q4	$306K	Sell	7,008 -6,188	-47%	-$269K	0.02%	334
2022 Q3	$475K	Buy	13,196 +3,044	+30%	+$115K	0.03%	250
2022 Q2	$363K	Buy	10,152 +3,140	+45%	+$126K	0.02%	308
2022 Q1	$268K	Buy	+7,012	New	+$243K	0.01%	395
2017 Q4	–	Sell	-6,148	Closed	-$211K	–	304
2017 Q3	$211K	Buy	+6,148	New	+$200K	0.03%	265

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 22.9% 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

Brighton Jones LLC's XLE Position: Q2 2026 in Review

Brighton Jones LLC reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2% in Q2 2026, selling an estimated $28.4K and leaving 24,115 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #439.

Brighton Jones LLC first reported a position in XLE in Q3 2017 and has held it in 18 quarters since. The position peaked at $1.51M in Q1 2026. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Brighton Jones LLC held 24,115 shares of State Street Energy Select Sector SPDR ETF worth $1.28M as of Q2 2026.
Brighton Jones LLC sold 497 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $28.4K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Brighton Jones LLC's portfolio in Q2 2026, its #439 holding.
Brighton Jones LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2017 and has held it in 18 quarters since.
Brighton Jones LLC's State Street Energy Select Sector SPDR ETF position peaked at $1.51M in Q1 2026.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.