DHJJ Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

DHJJ Financial Advisors’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	$44.7K	Hold	730	–	–	0.01%	424
2025 Q4	$32.6K	Hold	730	–	–	0.01%	445
2025 Q3	$32.6K	Hold	730	–	–	0.01%	424
2025 Q2	$31K	Hold	730	–	–	0.01%	413
2025 Q1	$34.1K	Hold	730	–	–	0.01%	366
2024 Q4	$31.3K	Hold	730	–	–	0.01%	368
2024 Q3	$32K	Hold	730	–	–	0.01%	363
2024 Q2	$33.3K	Hold	730	–	–	0.01%	323
2024 Q1	$34.5K	Hold	730	–	–	0.02%	309
2023 Q4	$30.6K	Buy	730 +26	+4%	+$1.11K	0.01%	319
2023 Q3	$31.8K	Buy	+704	New	+$30.8K	0.02%	299

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

DHJJ Financial Advisors's XLE Position: Q1 2026 in Review

DHJJ Financial Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 730 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #424.

DHJJ Financial Advisors first reported a position in XLE in Q3 2023 and has held it in 11 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

DHJJ Financial Advisors held 730 shares of State Street Energy Select Sector SPDR ETF worth $44.7K as of Q1 2026.
DHJJ Financial Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #424 holding.
DHJJ Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.