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 Q2	–	Sell	-40,000	Closed	-$2.45M	–	960
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 $1.55T 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 22.96% 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

J. Goldman & Co's XLE Position: Q2 2026 in Review

J. Goldman & Co increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 508% in Q2 2026, buying an estimated $7.41M and bringing the position to 155,153 shares worth $8.24M. The position accounts for 0.21% of the portfolio, ranked #126.

J. Goldman & Co first reported a position in XLE in Q2 2017 and has held it in 31 quarters since. The position peaked at $10M in Q4 2023. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

J. Goldman & Co held 155,153 shares of State Street Energy Select Sector SPDR ETF worth $8.24M as of Q2 2026.
J. Goldman & Co bought 129,628 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $7.41M.
State Street Energy Select Sector SPDR ETF made up 0.21% of J. Goldman & Co's portfolio in Q2 2026, its #126 holding.
J. Goldman & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and has held it in 31 quarters since.
J. Goldman & Co's State Street Energy Select Sector SPDR ETF position peaked at $10M in Q4 2023.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.