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
2024 Q1	–	Hold	0	–	-$285K	–	243
2023 Q4	–	Hold	0	–	–	–	183

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

Journey Advisory Group's XLE Position: Q1 2026 in Review

Journey Advisory Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.5% in Q1 2026, selling an estimated $65.7K and leaving 21,205 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #130.

Journey Advisory Group first reported a position in XLE in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.55M in Q1 2024. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Journey Advisory Group held 21,205 shares of State Street Energy Select Sector SPDR ETF worth $1.3M as of Q1 2026.
Journey Advisory Group sold 1,225 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $65.7K.
State Street Energy Select Sector SPDR ETF made up 0.11% of Journey Advisory Group's portfolio in Q1 2026, its #130 holding.
Journey Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Journey Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $1.55M in Q1 2024.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.