P.J. Schmidt Investment Management (PJS)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$467K	Hold	8,798	–	–	0.07%	135
2026 Q1	$539K	Hold	8,798	–	–	0.09%	117
2025 Q4	$393K	Sell	8,798 -1,550	-15%	-$69K	0.06%	143
2025 Q3	$462K	Hold	10,348	–	–	0.08%	136
2025 Q2	$439K	Sell	10,348 -4,946	-32%	-$206K	0.08%	139
2025 Q1	$715K	Sell	15,294 -4	-0%	-$180	0.13%	90
2024 Q4	$655K	Sell	15,298 -428	-3%	-$19.5K	0.11%	93
2024 Q3	$690K	Sell	15,726 -296	-2%	-$13.2K	0.12%	92
2024 Q2	$730K	Buy	16,022 +1,588	+11%	+$74K	0.13%	86
2024 Q1	$681K	Sell	14,434 -1,318	-8%	-$56.6K	0.13%	86
2023 Q4	$664K	Buy	15,752 +1,366	+9%	+$58.4K	0.13%	86
2023 Q3	$660K	Buy	14,386 +958	+7%	+$41.9K	0.14%	86
2023 Q2	$578K	Sell	13,428 -548	-4%	-$22.3K	0.11%	100
2023 Q1	$586K	Buy	13,976 +4,066	+41%	+$174K	0.12%	98
2022 Q4	$433K	Buy	+9,910	New	+$431K	0.1%	109

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

P.J. Schmidt Investment Management (PJS)'s XLE Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 8,798 shares worth $467K. The position accounts for 0.07% of the portfolio, ranked #135.

P.J. Schmidt Investment Management (PJS) first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $730K in Q2 2024. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 8,798 shares of State Street Energy Select Sector SPDR ETF worth $467K as of Q2 2026.
P.J. Schmidt Investment Management (PJS) left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.07% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #135 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
P.J. Schmidt Investment Management (PJS)'s State Street Energy Select Sector SPDR ETF position peaked at $730K in Q2 2024.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.