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 Q2	–	Sell	-41,279	Closed	-$2.53M	–	99
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 $1.55T 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

Lee Johnson Capital Management's XLE Position: Q2 2026 in Review

Lee Johnson Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 41,279 shares — an estimated $2.53M sold.

Lee Johnson Capital Management first reported a position in XLE in Q4 2021 and held it in 5 quarters. The position peaked at $11.7M in Q2 2022. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Lee Johnson Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Lee Johnson Capital Management sold 41,279 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.53M.
Lee Johnson Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
Lee Johnson Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $11.7M in Q2 2022.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.