J. Goldman & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.56M | Sell |
25,525
-64,687
| -72% | -$3.47M | 0.05% | 363 |
|
|
2025
Q4 | $4.03M | Buy |
90,212
+37,172
| +70% | +$1.66M | 0.11% | 227 |
|
|
2025
Q3 | $2.37M | Buy |
53,040
+5,006
| +10% | +$219K | 0.06% | 266 |
|
|
2025
Q2 | $2.04M | Sell |
48,034
-132,122
| -73% | -$5.5M | 0.05% | 274 |
|
|
2025
Q1 | $8.42M | Sell |
180,156
-19,950
| -10% | -$900K | 0.21% | 146 |
|
|
2024
Q4 | $8.57M | Buy |
200,106
+150,612
| +304% | +$6.84M | 0.22% | 132 |
|
|
2024
Q3 | $2.17M | Buy |
49,494
+23,586
| +91% | +$1.05M | 0.06% | 223 |
|
|
2024
Q2 | $1.18M | Sell |
25,908
-132,394
| -84% | -$6.17M | 0.03% | 290 |
|
|
2024
Q1 | $7.47M | Sell |
158,302
-80,182
| -34% | -$3.44M | 0.24% | 122 |
|
|
2023
Q4 | $10M | Buy |
238,484
+127,618
| +115% | +$5.46M | 0.4% | 78 |
|
|
2023
Q3 | $5.01M | Sell |
110,866
-90,644
| -45% | -$3.97M | 0.18% | 135 |
|
|
2023
Q2 | $8.18M | Buy |
201,510
+192,146
| +2,052% | +$7.83M | 0.3% | 96 |
|
|
2023
Q1 | $388K | Sell |
9,364
-54,198
| -85% | -$2.32M | 0.02% | 286 |
|
|
2022
Q4 | $2.78M | Sell |
63,562
-20,844
| -25% | -$907K | 0.14% | 154 |
|
|
2022
Q3 | $3.04M | Buy |
84,406
+19,922
| +31% | +$753K | 0.15% | 168 |
|
|
2022
Q2 | $2.31M | Buy |
64,484
+56,984
| +760% | +$2.29M | 0.11% | 192 |
|
|
2022
Q1 | $287K | Sell |
7,500
-159,348
| -96% | -$5.52M | 0.01% | 309 |
|
|
2021
Q4 | $4.63M | Buy |
+166,848
| New | +$4.71M | 0.26% | 113 |
|
|
2021
Q3 | – | Sell |
-141,768
| Closed | -$3.82M | – | 486 |
|
|
2021
Q2 | $3.82M | Buy |
141,768
+101,516
| +252% | +$2.64M | 0.15% | 163 |
|
|
2021
Q1 | $987K | Buy |
40,252
+2,198
| +6% | +$50.7K | 0.03% | 305 |
|
|
2020
Q4 | $721K | Buy |
38,054
+15,756
| +71% | +$272K | 0.04% | 259 |
|
|
2020
Q3 | $334K | Buy |
+22,298
| New | +$396K | 0.02% | 267 |
|
|
2020
Q2 | – | Sell |
-22,206
| Closed | -$323K | – | 349 |
|
|
2020
Q1 | $323K | Buy |
+22,206
| New | +$527K | 0.04% | 197 |
|
|
2019
Q4 | – | Sell |
-15,688
| Closed | -$464K | – | 362 |
|
|
2019
Q3 | $464K | Sell |
15,688
-58,614
| -79% | -$1.77M | 0.03% | 230 |
|
|
2019
Q2 | $2.37M | Buy |
74,302
+57,260
| +336% | +$1.83M | 0.16% | 141 |
|
|
2019
Q1 | $563K | Sell |
17,042
-4,954
| -23% | -$159K | 0.03% | 229 |
|
|
2018
Q4 | $631K | Sell |
21,996
-17,910
| -45% | -$599K | 0.05% | 197 |
|
|
2018
Q3 | $1.51M | Buy |
39,906
+32,906
| +470% | +$1.23M | 0.11% | 165 |
|
|
2018
Q2 | $266K | Buy |
+7,000
| New | +$260K | 0.01% | 317 |
|
|
2017
Q3 | – | Sell |
-14,562
| Closed | -$473K | – | 416 |
|
|
2017
Q2 | $473K | Buy |
+14,562
| New | +$489K | 0.03% | 243 |
|
Other funds holding XLE
VMPIC
MMH
J. Goldman & Co's XLE Position: Q1 2026 in Review
J. Goldman & Co reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 72% in Q1 2026, selling an estimated $3.47M and leaving 25,525 shares worth $1.56M. The position accounts for 0.05% of the portfolio, ranked #363.
J. Goldman & Co first reported a position in XLE in Q2 2017 and has held it in 30 quarters since. The position peaked at $10M in Q4 2023. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.
- J. Goldman & Co held 25,525 shares of State Street Energy Select Sector SPDR ETF worth $1.56M as of Q1 2026.
- J. Goldman & Co sold 64,687 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $3.47M.
- State Street Energy Select Sector SPDR ETF made up 0.05% of J. Goldman & Co's portfolio in Q1 2026, its #363 holding.
- J. Goldman & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and has held it in 30 quarters since.
- J. Goldman & Co's State Street Energy Select Sector SPDR ETF position peaked at $10M in Q4 2023.
- 2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.
Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.