JT Stratford LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

JT Stratford LLC’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 Q2	–	Sell	-3,479	Closed	-$213K	–	343
2026 Q1	$213K	Buy	+3,479	New	+$187K	0.03%	281
2024 Q4	–	Sell	-4,704	Closed	-$207K	–	330
2024 Q3	$207K	Buy	+4,704	New	+$210K	0.04%	273
2024 Q2	–	Sell	-9,780	Closed	-$462K	–	297
2024 Q1	$462K	Sell	9,780 -48,268	-83%	-$2.07M	0.09%	194
2023 Q4	$2.43M	Buy	58,048 +6,732	+13%	+$288K	0.56%	39
2023 Q3	$2.32M	Sell	51,316 -9,158	-15%	-$401K	0.6%	35
2023 Q2	$2.45M	Sell	60,474 -60	-0.1%	-$2.44K	0.66%	35
2023 Q1	$2.51M	Buy	60,534 +16,082	+36%	+$688K	0.72%	31
2022 Q4	$1.94M	Buy	44,452 +8,524	+24%	+$371K	0.62%	34
2022 Q3	$1.29M	Sell	35,928 -22,306	-38%	-$844K	0.46%	57
2022 Q2	$2.08M	Buy	58,234 +10,112	+21%	+$406K	0.66%	39
2022 Q1	$1.84M	Buy	48,122 +1,734	+4%	+$60.1K	0.54%	56
2021 Q4	$1.29M	Buy	46,388 +556	+1%	+$15.7K	0.35%	72
2021 Q3	$1.19M	Buy	+45,832	New	+$1.14M	0.37%	70

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 22.96% 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

JT Stratford LLC's XLE Position: Q2 2026 in Review

JT Stratford LLC sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,479 shares — an estimated $213K sold.

JT Stratford LLC first reported a position in XLE in Q3 2021 and held it in 13 quarters. The position peaked at $2.51M in Q1 2023. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

JT Stratford LLC reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
JT Stratford LLC sold 3,479 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $213K.
JT Stratford LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and held it in 13 quarters.
JT Stratford LLC's State Street Energy Select Sector SPDR ETF position peaked at $2.51M in Q1 2023.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.