Lee Johnson Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lee Johnson Capital 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	$2.53M	Buy	+41,279	New	+$2.21M	0.91%	21
2023 Q1	–	Sell	-12,380	Closed	-$541K	–	21
2022 Q4	$541K	Buy	+12,380	New	+$539K	1.01%	16
2022 Q3	–	Sell	-328,294	Closed	-$11.7M	–	36
2022 Q2	$11.7M	Buy	328,294 +192,664	+142%	+$7.73M	13.97%	1
2022 Q1	$5.18M	Sell	135,630 -131,982	-49%	-$4.57M	4.62%	5
2021 Q4	$7.43M	Buy	+267,612	New	+$7.56M	6.09%	2

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

Lee Johnson Capital Management's XLE Position: Q1 2026 in Review

Lee Johnson Capital Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 41,279 shares worth $2.53M. The stake represents 0.91% of the portfolio and ranks #21 among its holdings. This is a return to the name: Lee Johnson Capital Management previously reported a position in XLE as recently as Q4 2022.

Lee Johnson Capital Management first reported a position in XLE in Q4 2021 and has held it in 5 quarters since. The position peaked at $11.7M in Q2 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Lee Johnson Capital Management held 41,279 shares of State Street Energy Select Sector SPDR ETF worth $2.53M as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Lee Johnson Capital Management position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.91% of Lee Johnson Capital Management's portfolio in Q1 2026, its #21 holding.
Lee Johnson Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 5 quarters since.
Lee Johnson Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $11.7M in Q2 2022.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.