JAG
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Journey Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Journey Advisory 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
Q2 		$1.12M Sell
21,105
-100
-0.5% -$5.72K 0.09% 154
2026
Q1 		$1.3M Sell
21,205
-1,225
-5% -$65.7K 0.11% 130
2025
Q4 		$1M Sell
22,430
-320
-1% -$14.3K 0.08% 153
2025
Q3 		$1.02M Sell
22,750
-114
-0.5% -$4.99K 0.08% 151
2025
Q2 		$970K Sell
22,864
-434
-2% -$18.1K 0.08% 166
2025
Q1 		$1.09M Sell
23,298
-2,222
-9% -$100K 0.09% 147
2024
Q4 		$1.16M Hold
25,520
– – 0.14% 105
2024
Q3 		$1.16M Hold
25,520
– – 0.14% 105
2024
Q2 		$1.16M Sell
25,520
-7,352
-22% -$342K 0.14% 105
2024
Q1 		$1.55M Buy
32,872
+300
+0.9% +$12.9K 0.19% 95
2023
Q4 		$1.37M Hold
32,572
– – 0.19% 97
2023
Q3 		$1.47M Buy
32,572
+6,134
+23% +$268K 0.22% 94
2023
Q2 		$1.07M Sell
26,438
-1,164
-4% -$47.4K 0.16% 107
2023
Q1 		$1.14M Sell
27,602
-4,556
-14% -$195K 0.18% 107
2022
Q4 		$1.41M Sell
32,158
-114
-0.4% -$4.96K 0.35% 75
2022
Q3 		$1.16M Buy
32,272
+200
+0.6% +$7.56K 0.3% 74
2022
Q2 		$1.23M Buy
32,072
+20,370
+174% +$817K 0.28% 80
2022
Q1 		$447K Buy
11,702
+200
+2% +$6.93K 0.11% 147
2021
Q4 		$319K Sell
11,502
-300
-3% -$8.48K 0.09% 173
2021
Q3 		$307K Sell
11,802
-3,048
-21% -$75.5K 0.1% 163
2021
Q2 		$400K Sell
14,850
-1,258
-8% -$32.7K 0.13% 137
2021
Q1 		$395K Hold
16,108
– – 0.14% 127
2020
Q4 		$305K Buy
+16,108
New +$278K 0.11% 138

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Journey Advisory Group's XLE Position: Q2 2026 in Review

Journey Advisory Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.47% in Q2 2026, selling an estimated $5.72K and leaving 21,105 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #154.

Journey Advisory Group first reported a position in XLE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.55M in Q1 2024. 1,536 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Journey Advisory Group held 21,105 shares of State Street Energy Select Sector SPDR ETF worth $1.12M as of Q2 2026.
  • Journey Advisory Group sold 100 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $5.72K.
  • State Street Energy Select Sector SPDR ETF made up 0.09% of Journey Advisory Group's portfolio in Q2 2026, its #154 holding.
  • Journey Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $1.55M in Q1 2024.
  • 1,536 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.