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

Kiley Juergens 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 Q2	$238K	Sell	4,478 -1,057	-19%	-$60.4K	0.04%	217
2026 Q1	$339K	Buy	+5,535	New	+$297K	0.06%	171
2019 Q3	–	Sell	-28,898	Closed	-$920K	–	41
2019 Q2	$920K	Buy	28,898 +2,038	+8%	+$65.3K	1.04%	24
2019 Q1	$888K	Buy	26,860 +4,282	+19%	+$138K	1.11%	22
2018 Q4	$647K	Buy	22,578 +4,324	+24%	+$145K	0.91%	26
2018 Q3	$691K	Sell	18,254 -1,398	-7%	-$52.4K	0.52%	40
2018 Q2	$746K	Sell	19,652 -30	-0.2%	-$1.11K	0.67%	32
2018 Q1	$663K	Buy	19,682 +214	+1%	+$7.57K	0.72%	37
2017 Q4	$703K	Buy	+19,468	New	+$670K	0.63%	33

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

Kiley Juergens Wealth Management's XLE Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 19% in Q2 2026, selling an estimated $60.4K and leaving 4,478 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #217.

Kiley Juergens Wealth Management first reported a position in XLE in Q4 2017 and has held it in 9 quarters since. The position peaked at $920K in Q2 2019. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Kiley Juergens Wealth Management held 4,478 shares of State Street Energy Select Sector SPDR ETF worth $238K as of Q2 2026.
Kiley Juergens Wealth Management sold 1,057 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $60.4K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #217 holding.
Kiley Juergens Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 9 quarters since.
Kiley Juergens Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $920K in Q2 2019.
2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.