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 $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 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. 2,048 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.
2,048 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.