Journey Strategic Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Journey Strategic Wealth’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	$1.87M	Sell	30,600 -8,507	-22%	-$456K	0.05%	109
2025 Q4	$1.75M	Sell	39,107 -21,333	-35%	-$950K	0.05%	111
2025 Q3	$2.7M	Sell	60,440 -2,070	-3%	-$90.6K	0.08%	70
2025 Q2	$2.65M	Sell	62,510 -140,154	-69%	-$5.84M	0.09%	70
2025 Q1	$9.47M	Buy	202,664 +22,550	+13%	+$1.02M	0.33%	24
2024 Q4	$7.71M	Buy	180,114 +31,802	+21%	+$1.45M	0.29%	26
2024 Q3	$6.51M	Buy	148,312 +34,510	+30%	+$1.54M	0.24%	27
2024 Q2	$5.19M	Buy	113,802 +15,932	+16%	+$742K	0.22%	23
2024 Q1	$4.62M	Buy	97,870 +91,792	+1,510%	+$3.94M	0.2%	23
2023 Q4	$255K	Sell	6,078 -26	-0.4%	-$1.11K	0.01%	163
2023 Q3	$276K	Hold	6,104	–	–	0.01%	128
2023 Q2	$248K	Sell	6,104 -2,190	-26%	-$89.2K	0.01%	146
2023 Q1	$343K	Sell	8,294 -10,996	-57%	-$470K	0.04%	137
2022 Q4	$844K	Buy	19,290 +10,662	+124%	+$464K	0.1%	65
2022 Q3	$311K	Sell	8,628 -1,940	-18%	-$73.4K	0.04%	102
2022 Q2	$378K	Buy	+10,568	New	+$424K	0.05%	69
2022 Q1	–	Sell	-8,386	Closed	-$233K	–	239
2021 Q4	$233K	Buy	+8,386	New	+$237K	0.02%	167

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 Strategic Wealth's XLE Position: Q1 2026 in Review

Journey Strategic Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 22% in Q1 2026, selling an estimated $456K and leaving 30,600 shares worth $1.87M. The position accounts for 0.05% of the portfolio, ranked #109.

Journey Strategic Wealth first reported a position in XLE in Q4 2021 and has held it in 17 quarters since. The position peaked at $9.47M in Q1 2025. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Journey Strategic Wealth held 30,600 shares of State Street Energy Select Sector SPDR ETF worth $1.87M as of Q1 2026.
Journey Strategic Wealth sold 8,507 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $456K.
State Street Energy Select Sector SPDR ETF made up 0.05% of Journey Strategic Wealth's portfolio in Q1 2026, its #109 holding.
Journey Strategic Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
Journey Strategic Wealth's State Street Energy Select Sector SPDR ETF position peaked at $9.47M in Q1 2025.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.