JNBA Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

JNBA Financial Advisors’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	–	Sell	-114	Closed	-$5.1K	–	883
2025 Q4	$5.1K	Sell	114 -68	-37%	-$3.03K	﹤0.01%	573
2025 Q3	$8.13K	Hold	182	–	–	﹤0.01%	501
2025 Q2	$7.72K	Sell	182 -306	-63%	-$12.7K	﹤0.01%	489
2025 Q1	$22.8K	Buy	+488	New	+$22K	﹤0.01%	364
2024 Q2	–	Sell	-500	Closed	-$23.6K	–	681
2024 Q1	$23.6K	Sell	500 -132	-21%	-$5.67K	﹤0.01%	374
2023 Q4	$26.5K	Buy	632 +500	+379%	+$21.4K	﹤0.01%	360
2023 Q3	$5.97K	Sell	132 -68	-34%	-$2.98K	﹤0.01%	520
2023 Q2	$8.12K	Hold	200	–	–	﹤0.01%	487
2023 Q1	$8.28K	Hold	200	–	–	﹤0.01%	498
2022 Q4	$8.75K	Hold	200	–	–	﹤0.01%	467
2022 Q3	$7K	Sell	200 -200	-50%	-$7.56K	﹤0.01%	502
2022 Q2	$14K	Buy	400 +200	+100%	+$8.02K	﹤0.01%	452
2022 Q1	$8K	Hold	200	–	–	﹤0.01%	519
2021 Q4	$6K	Hold	200	–	–	﹤0.01%	598
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	599
2021 Q2	$5K	Sell	200 -1,250	-86%	-$32.5K	﹤0.01%	551
2021 Q1	$36K	Buy	1,450 +200	+16%	+$4.61K	0.01%	321
2020 Q4	$24K	Sell	1,250 -550	-31%	-$9.48K	﹤0.01%	349
2020 Q3	$27K	Hold	1,800	–	–	0.01%	305
2020 Q2	$34K	Buy	1,800 +550	+44%	+$10.2K	0.01%	273
2020 Q1	$18K	Buy	+1,250	New	+$29.6K	﹤0.01%	320
2019 Q2	–	Sell	-144	Closed	-$5K	–	699
2019 Q1	$5K	Buy	+144	New	+$4.63K	﹤0.01%	458
2018 Q4	–	Sell	-4,740	Closed	-$180K	–	736
2018 Q3	$180K	Buy	4,740 +3,140	+196%	+$118K	0.08%	134
2018 Q2	$61K	Hold	1,600	–	–	0.01%	208
2018 Q1	$54K	Hold	1,600	–	–	0.01%	217
2017 Q4	$58K	Hold	1,600	–	–	0.01%	210
2017 Q3	$55K	Hold	1,600	–	–	0.01%	204
2017 Q2	$52K	Hold	1,600	–	–	0.01%	202
2017 Q1	$56K	Hold	1,600	–	–	0.01%	196
2016 Q4	$60K	Buy	1,600 +1,100	+220%	+$39.8K	0.01%	194
2016 Q3	$18K	Sell	500 -1,100	-69%	-$37.7K	﹤0.01%	861
2016 Q2	$55K	Hold	1,600	–	–	0.02%	195
2016 Q1	$50K	Hold	1,600	–	–	0.02%	197
2015 Q4	$48K	Buy	+1,600	New	+$52.7K	0.02%	198
2015 Q3	–	Sell	-400	Closed	-$15K	–	548
2015 Q2	$15K	Hold	400	–	–	0.01%	318
2015 Q1	$16K	Sell	400 -1,020	-72%	-$39.5K	0.01%	319
2014 Q4	$56K	Sell	1,420 -350	-20%	-$14.6K	0.02%	179
2014 Q3	$80K	Hold	1,770	–	–	0.04%	154
2014 Q2	$89K	Buy	+1,770	New	+$83.8K	0.04%	140

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

JNBA Financial Advisors's XLE Position: Q1 2026 in Review

JNBA Financial Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 114 shares — an estimated $5.1K sold.

JNBA Financial Advisors first reported a position in XLE in Q2 2014 and held it in 39 quarters. The position peaked at $180K in Q3 2018. 2,123 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

JNBA Financial Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
JNBA Financial Advisors sold 114 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $5.1K.
JNBA Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2014 and held it in 39 quarters.
JNBA Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $180K in Q3 2018.
2,123 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.