JSF Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

JSF Financial’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	$330K	Buy	5,382 +194	+4%	+$10.4K	0.06%	100
2025 Q4	$232K	Buy	5,188 +180	+4%	+$8.02K	0.05%	121
2025 Q3	$224K	Buy	5,008 +28	+0.6%	+$1.23K	0.05%	121
2025 Q2	$211K	Buy	4,980 +26	+0.5%	+$1.08K	0.05%	123
2025 Q1	$231K	Sell	4,954 -1,014	-17%	-$45.7K	0.06%	108
2024 Q4	$256K	Buy	5,968 +994	+20%	+$45.2K	0.07%	110
2024 Q3	$218K	Sell	4,974 -16,184	-76%	-$723K	0.06%	105
2024 Q2	$964K	Buy	21,158 +970	+5%	+$45.2K	0.3%	42
2024 Q1	$953K	Buy	20,188 +2,260	+13%	+$97.1K	0.3%	42
2023 Q4	$752K	Buy	17,928 +13,112	+272%	+$561K	0.26%	49
2023 Q3	$218K	Buy	+4,816	New	+$211K	0.08%	96
2023 Q2	–	Sell	-5,766	Closed	-$239K	–	121
2023 Q1	$239K	Sell	5,766 -11,016	-66%	-$471K	0.09%	105
2022 Q4	$734K	Buy	16,782 +11,062	+193%	+$482K	0.27%	50
2022 Q3	$206K	Sell	5,720 -12,380	-68%	-$468K	0.08%	98
2022 Q2	$647K	Sell	18,100 -4,638	-20%	-$186K	0.29%	49
2022 Q1	$869K	Buy	22,738 +3,314	+17%	+$115K	0.37%	40
2021 Q4	$539K	Buy	19,424 +1,642	+9%	+$46.4K	0.26%	44
2021 Q3	$463K	Buy	17,782 +2,614	+17%	+$64.8K	0.23%	46
2021 Q2	$409K	Buy	15,168 +1,870	+14%	+$48.6K	0.24%	49
2021 Q1	$326K	Sell	13,298 -5,542	-29%	-$128K	0.2%	52
2020 Q4	$357K	Buy	+18,840	New	+$325K	0.25%	42

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

JSF Financial's XLE Position: Q1 2026 in Review

JSF Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.7% in Q1 2026, buying an estimated $10.4K and bringing the position to 5,382 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #100.

JSF Financial first reported a position in XLE in Q4 2020 and has held it in 21 quarters since. The position peaked at $964K in Q2 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

JSF Financial held 5,382 shares of State Street Energy Select Sector SPDR ETF worth $330K as of Q1 2026.
JSF Financial bought 194 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $10.4K.
State Street Energy Select Sector SPDR ETF made up 0.06% of JSF Financial's portfolio in Q1 2026, its #100 holding.
JSF Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
JSF Financial's State Street Energy Select Sector SPDR ETF position peaked at $964K in Q2 2024.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.