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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
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
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

Brighton Jones LLC's XLE Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 24,612 shares worth $1.51M. The stake represents 0.03% of the portfolio and ranks #343 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in XLE as recently as Q3 2025.

Brighton Jones LLC first reported a position in XLE in Q3 2017 and has held it in 17 quarters since. 2,110 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Brighton Jones LLC held 24,612 shares of State Street Energy Select Sector SPDR ETF worth $1.51M as of Q1 2026.
  • State Street Energy Select Sector SPDR ETF was a new Brighton Jones LLC position in Q1 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of Brighton Jones LLC's portfolio in Q1 2026, its #343 holding.
  • Brighton Jones LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2017 and has held it in 17 quarters since.
  • 2,110 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.