J2 Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

J2 Capital Management’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
2025 Q4	–	Sell	-4,996	Closed	-$223K	–	127
2025 Q3	$223K	Buy	+4,996	New	+$219K	0.17%	118
2025 Q1	–	Sell	-5,002	Closed	-$214K	–	126
2024 Q4	$214K	Buy	+5,002	New	+$227K	0.2%	105

Other funds holding XLE

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MMH

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

J2 Capital Management's XLE Position: Q4 2025 in Review

J2 Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 4,996 shares — an estimated $223K sold.

J2 Capital Management first reported a position in XLE in Q4 2024 and held it in 2 quarters. The position peaked at $223K in Q3 2025. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

J2 Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
J2 Capital Management sold 4,996 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $223K.
J2 Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
J2 Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $223K in Q3 2025.
1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on J2 Capital Management's 13F filing for Q4 2025, filed 20 Jan 2026.