Jupiter 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
$5.15M Sell
96,962
-6,846
-7% -$391K 2.06% 13
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

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

Jupiter Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.6% in Q2 2026, selling an estimated $391K and leaving 96,962 shares worth $5.15M. The position accounts for 2.06% of the portfolio, ranked #13.

Jupiter Wealth Management first reported a position in XLE in Q4 2019 and has held it in 13 quarters since. The position peaked at $6.26M in Q1 2024. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Jupiter Wealth Management held 96,962 shares of State Street Energy Select Sector SPDR ETF worth $5.15M as of Q2 2026.
  • Jupiter Wealth Management sold 6,846 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $391K.
  • State Street Energy Select Sector SPDR ETF made up 2.06% of Jupiter Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Jupiter Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 13 quarters since.
  • Jupiter Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $6.26M in Q1 2024.
  • 2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.