JPL Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.31K Sell
100
-1,120
-92% -$64K ﹤0.01% 756
2026
Q1
$74.8K Buy
+1,220
New +$65.4K 0.02% 188
2025
Q4
Sell
-1,452
Closed -$64.9K 1147
2025
Q3
$64.9K Buy
+1,452
New +$63.6K 0.02% 219
2025
Q1
Sell
-6,788
Closed -$291K 123
2024
Q4
$291K Buy
+6,788
New +$308K 0.08% 110
2024
Q2
$280K Sell
6,146
-702
-10% -$32.7K 0.14% 89
2024
Q1
$323K Buy
+6,848
New +$294K 0.18% 91

Other funds holding XLE

JPL Wealth Management's XLE Position: Q2 2026 in Review

JPL Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 92% in Q2 2026, selling an estimated $64K and leaving 100 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

JPL Wealth Management first reported a position in XLE in Q1 2024 and has held it in 6 quarters since. The position peaked at $323K in Q1 2024. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • JPL Wealth Management held 100 shares of State Street Energy Select Sector SPDR ETF worth $5.31K as of Q2 2026.
  • JPL Wealth Management sold 1,120 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $64K.
  • State Street Energy Select Sector SPDR ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #756 holding.
  • JPL Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
  • JPL Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $323K in Q1 2024.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.