JBR Co Financial Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

JBR Co Financial 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 Q2	$2.81M	Sell	52,903 -2,867	-5%	-$164K	1.03%	24
2026 Q1	$2.49M	Hold	55,770	–	–	1.04%	27
2025 Q4	$2.49M	Sell	55,770 -4,244	-7%	-$189K	1.04%	27
2025 Q3	$2.68M	Sell	60,014 -588	-1%	-$25.7K	1.13%	24
2025 Q2	$2.57M	Sell	60,602 -2,302	-4%	-$95.9K	1.27%	19
2025 Q1	$2.94M	Buy	62,904 +4,732	+8%	+$213K	1.72%	14
2024 Q4	$2.49M	Sell	58,172 -3,736	-6%	-$170K	1.52%	18
2024 Q3	$2.72M	Buy	61,908 +752	+1%	+$33.6K	1.78%	15
2024 Q2	$2.79M	Buy	61,156 +8,502	+16%	+$396K	1.96%	12
2024 Q1	$2.49M	Sell	52,654 -8,678	-14%	-$373K	1.98%	13
2023 Q4	$2.57M	Buy	+61,332	New	+$2.62M	2.41%	10

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

JBR Co Financial Management's XLE Position: Q2 2026 in Review

JBR Co Financial Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.1% in Q2 2026, selling an estimated $164K and leaving 52,903 shares worth $2.81M. The position accounts for 1.03% of the portfolio, ranked #24.

JBR Co Financial Management first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.94M in Q1 2025. 929 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

JBR Co Financial Management held 52,903 shares of State Street Energy Select Sector SPDR ETF worth $2.81M as of Q2 2026.
JBR Co Financial Management sold 2,867 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $164K.
State Street Energy Select Sector SPDR ETF made up 1.03% of JBR Co Financial Management's portfolio in Q2 2026, its #24 holding.
JBR Co Financial Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
JBR Co Financial Management's State Street Energy Select Sector SPDR ETF position peaked at $2.94M in Q1 2025.
929 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.