JDM Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

JDM Financial Group’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	$61.8K	Hold	1,008	–	–	0.02%	100
2025 Q4	$45.1K	Hold	1,008	–	–	0.02%	105
2025 Q3	$45K	Hold	1,008	–	–	0.02%	99
2025 Q2	$42.7K	Buy	1,008 +8	+0.8%	+$333	0.02%	97
2025 Q1	$46.7K	Buy	1,000 +114	+13%	+$5.14K	0.02%	89
2024 Q4	$37.9K	Hold	886	–	–	0.02%	98
2024 Q3	$38.9K	Hold	886	–	–	0.02%	101
2024 Q2	$40.4K	Hold	886	–	–	0.03%	89
2024 Q1	$41.8K	Hold	886	–	–	0.03%	79
2023 Q4	$37.1K	Hold	886	–	–	0.03%	78
2023 Q3	$40K	Hold	886	–	–	0.04%	74
2023 Q2	$36K	Hold	886	–	–	0.03%	81
2023 Q1	$36.7K	Hold	886	–	–	0.03%	81
2022 Q4	$38.7K	Buy	+886	New	+$38.6K	0.04%	76

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

JDM Financial Group's XLE Position: Q1 2026 in Review

JDM Financial Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 1,008 shares worth $61.8K. The position accounts for 0.02% of the portfolio, ranked #100.

JDM Financial Group first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

JDM Financial Group held 1,008 shares of State Street Energy Select Sector SPDR ETF worth $61.8K as of Q1 2026.
JDM Financial Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of JDM Financial Group's portfolio in Q1 2026, its #100 holding.
JDM Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.