J. Goldman & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

J. Goldman & 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	$2.45M	Hold	40,000	–	–	0.07%	293
2025 Q4	$1.79M	Buy	+40,000	New	+$1.78M	0.05%	329
2023 Q1	–	Sell	-30,000	Closed	-$1.31M	–	503
2022 Q4	$1.31M	Buy	+30,000	New	+$1.31M	0.06%	201
2020 Q4	–	Sell	-310,000	Closed	-$4.64M	–	492
2020 Q3	$4.64M	Buy	+310,000	New	+$5.5M	0.31%	107
2015 Q1	–	Sell	-14,600	Closed	-$578K	–	314
2014 Q4	$578K	Buy	+14,600	New	+$607K	0.07%	163

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

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.