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

Jupiter Wealth Management’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	$5.98M	Buy	103,808 +6,846	+7%	+$367K	2.36%	10
2025 Q4	$5.23M	Sell	96,962 -10,400	-10%	-$463K	2.33%	12
2025 Q3	$4.8M	Buy	107,362 +10,000	+10%	+$438K	2.27%	13
2025 Q2	$4.17M	Buy	97,362 +3,244	+3%	+$135K	2.11%	13
2025 Q1	$3.97M	Sell	94,118 -26,000	-22%	-$1.17M	2.41%	15
2024 Q4	$5.14M	Sell	120,118 -2,330	-2%	-$106K	2.58%	12
2024 Q3	$5.38M	Sell	122,448 -2,634	-2%	-$118K	2.75%	9
2024 Q2	$5.83M	Sell	125,082 -9,404	-7%	-$438K	3.09%	6
2024 Q1	$6.26M	Sell	134,486 -8,706	-6%	-$374K	3.31%	5
2023 Q4	$6M	Hold	143,192	–	–	3.53%	4
2023 Q3	$5.97M	Buy	+143,192	New	+$6.27M	3.87%	4
2020 Q1	–	Sell	-11,580	Closed	-$346K	–	96
2019 Q4	$346K	Buy	+11,580	New	+$343K	0.17%	67

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

Jupiter Wealth Management's XLE Position: Q1 2026 in Review

Jupiter Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.1% in Q1 2026, buying an estimated $367K and bringing the position to 103,808 shares worth $5.98M. The position accounts for 2.36% of the portfolio, ranked #10.

Jupiter Wealth Management first reported a position in XLE in Q4 2019 and has held it in 12 quarters since. The position peaked at $6.26M in Q1 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Jupiter Wealth Management held 103,808 shares of State Street Energy Select Sector SPDR ETF worth $5.98M as of Q1 2026.
Jupiter Wealth Management bought 6,846 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $367K.
State Street Energy Select Sector SPDR ETF made up 2.36% of Jupiter Wealth Management's portfolio in Q1 2026, its #10 holding.
Jupiter Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 12 quarters since.
Jupiter Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $6.26M in Q1 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.