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 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 $1.37T 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

Kiley Juergens Wealth Management's XLE Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 5,535 shares worth $339K. The stake represents 0.06% of the portfolio and ranks #171 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in XLE as recently as Q2 2019.

Kiley Juergens Wealth Management first reported a position in XLE in Q4 2017 and has held it in 8 quarters since. The position peaked at $920K in Q2 2019. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Kiley Juergens Wealth Management held 5,535 shares of State Street Energy Select Sector SPDR ETF worth $339K as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Kiley Juergens Wealth Management position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.06% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #171 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 8 quarters since.
Kiley Juergens Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $920K in Q2 2019.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.