JFGIW
XLE icon

Johnson Financial Group Inc (Wisconsin)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$343K Buy
5,592
+134
+2% +$7.19K 0.01% 258
2025
Q4 		$244K Sell
5,458
-628
-10% -$28K 0.01% 303
2025
Q3 		$272K Buy
6,086
+1,600
+36% +$70K 0.01% 312
2025
Q2 		$190K Sell
4,486
-104
-2% -$4.33K 0.01% 309
2025
Q1 		$214K Sell
4,590
-9,010
-66% -$406K 0.01% 338
2024
Q4 		$596K Buy
13,600
+7,806
+135% +$355K 0.03% 196
2024
Q3 		$254K Sell
5,794
-578
-9% -$25.8K 0.01% 320
2024
Q2 		$290K Sell
6,372
-3,066
-32% -$143K 0.01% 272
2024
Q1 		$446K Buy
9,438
+5,112
+118% +$220K 0.02% 203
2023
Q4 		$181K Sell
4,326
-1,580
-27% -$67.6K 0.01% 303
2023
Q3 		$267K Buy
5,906
+1,286
+28% +$56.3K 0.02% 228
2023
Q2 		$188K Hold
4,620
– – 0.01% 273
2023
Q1 		$191K Buy
4,620
+400
+9% +$17.1K 0.01% 273
2022
Q4 		$185K Sell
4,220
-2,186
-34% -$95.2K 0.01% 252
2022
Q3 		$269K Buy
6,406
+1,286
+25% +$48.6K 0.02% 205
2022
Q2 		$183K Hold
5,120
– – 0.01% 256
2022
Q1 		$196K Sell
5,120
-3,400
-40% -$118K 0.01% 265
2021
Q4 		$236K Hold
8,520
– – 0.02% 262
2021
Q3 		$222K Hold
8,520
– – 0.02% 255
2021
Q2 		$229K Sell
8,520
-4,844
-36% -$126K 0.02% 253
2021
Q1 		$328K Buy
13,364
+2,422
+22% +$55.9K 0.02% 219
2020
Q4 		$207K Buy
10,942
+6,542
+149% +$113K 0.02% 211
2020
Q3 		$66K Buy
4,400
+3,400
+340% +$60.4K 0.01% 261
2020
Q2 		$19K Hold
1,000
– – ﹤0.01% 331
2020
Q1 		$15K Sell
1,000
-1,044
-51% -$24.8K ﹤0.01% 368
2019
Q4 		$61K Sell
2,044
-7,712
-79% -$229K 0.01% 297
2019
Q3 		$289K Sell
9,756
-12,608
-56% -$381K 0.03% 202
2019
Q2 		$712K Buy
22,364
+8,128
+57% +$260K 0.06% 144
2019
Q1 		$471K Sell
14,236
-18,060
-56% -$580K 0.04% 175
2018
Q4 		$926K Buy
32,296
+18,650
+137% +$624K 0.1% 128
2018
Q3 		$516K Sell
13,646
-366
-3% -$13.7K 0.05% 171
2018
Q2 		$532K Buy
14,012
+2,090
+18% +$77.7K 0.06% 162
2018
Q1 		$402K Buy
11,922
+980
+9% +$34.7K 0.05% 176
2017
Q4 		$395K Buy
10,942
+7,680
+235% +$264K 0.05% 193
2017
Q3 		$112K Sell
3,262
-12,504
-79% -$407K 0.01% 270
2017
Q2 		$512K Buy
15,766
+12,692
+413% +$427K 0.07% 160
2017
Q1 		$107K Sell
3,074
-7,366
-71% -$266K 0.01% 318
2016
Q4 		$394K Sell
10,440
-1,920
-16% -$69.4K 0.05% 214
2016
Q3 		$437K Sell
12,360
-5,774
-32% -$198K 0.06% 206
2016
Q2 		$619K Sell
18,134
-22,450
-55% -$741K 0.09% 182
2016
Q1 		$1.26M Sell
40,584
-40,356
-50% -$1.17M 0.25% 94
2015
Q4 		$2.44M Buy
80,940
+4,494
+6% +$148K 0.51% 45
2015
Q3 		$2.34M Buy
76,446
+71,112
+1,333% +$2.4M 0.51% 43
2015
Q2 		$200K Sell
5,334
-4,740
-47% -$188K 0.04% 253
2015
Q1 		$391K Sell
10,074
-29,538
-75% -$1.14M 0.08% 191
2014
Q4 		$1.57M Buy
39,612
+39,454
+24,971% +$1.64M 0.36% 69
2014
Q3 		$7K Hold
158
– – ﹤0.01% 640
2014
Q2 		$8K Sell
158
-70
-31% -$3.31K ﹤0.01% 615
2014
Q1 		$10K Buy
+228
New +$9.84K ﹤0.01% 590

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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

Johnson Financial Group Inc (Wisconsin)'s XLE Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.5% in Q1 2026, buying an estimated $7.19K and bringing the position to 5,592 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #258.

Johnson Financial Group Inc (Wisconsin) first reported a position in XLE in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.44M in Q4 2015. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 5,592 shares of State Street Energy Select Sector SPDR ETF worth $343K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 134 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $7.19K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #258 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2014 and has held it in 49 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s State Street Energy Select Sector SPDR ETF position peaked at $2.44M in Q4 2015.
  • 2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.