Jackson Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Jackson Wealth 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
2026 Q1	$5.21M	Buy	+85,075	New	+$4.56M	0.54%	43
2023 Q1	–	Sell	-129,892	Closed	-$5.68M	–	169
2022 Q4	$5.68M	Buy	+129,892	New	+$5.65M	2.09%	11

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Jackson Wealth Management's XLE Position: Q1 2026 in Review

Jackson Wealth Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 85,075 shares worth $5.21M. The stake represents 0.54% of the portfolio and ranks #43 among its holdings. This is a return to the name: Jackson Wealth Management previously reported a position in XLE as recently as Q4 2022.

Jackson Wealth Management first reported a position in XLE in Q4 2022 and has held it in 2 quarters since. The position peaked at $5.68M in Q4 2022. 2,111 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Jackson Wealth Management held 85,075 shares of State Street Energy Select Sector SPDR ETF worth $5.21M as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Jackson Wealth Management position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.54% of Jackson Wealth Management's portfolio in Q1 2026, its #43 holding.
Jackson Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 2 quarters since.
Jackson Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $5.68M in Q4 2022.
2,111 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.