Pettyjohn Wood & White’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Pettyjohn Wood & White’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	$5.06M	Sell	82,629 -31	-0%	-$1.66K	0.81%	36
2025 Q4	$3.7M	Sell	82,660 -886	-1%	-$39.5K	0.58%	46
2025 Q3	$3.73M	Sell	83,546 -50	-0.1%	-$2.19K	0.62%	45
2025 Q2	$3.54M	Sell	83,596 -482	-0.6%	-$20.1K	0.63%	44
2025 Q1	$3.93M	Sell	84,078 -20	-0%	-$902	0.75%	38
2024 Q4	$3.6M	Sell	84,098 -100	-0.1%	-$4.54K	0.66%	41
2024 Q3	$3.7M	Sell	84,198 -434	-0.5%	-$19.4K	0.68%	41
2024 Q2	$3.86M	Buy	84,632 +1,232	+1%	+$57.4K	0.75%	39
2024 Q1	$3.94M	Buy	83,400 +330	+0.4%	+$14.2K	0.78%	36
2023 Q4	$3.48M	Sell	83,070 -280	-0.3%	-$12K	0.75%	38
2023 Q3	$3.77M	Buy	83,350 +70	+0.1%	+$3.06K	0.89%	33
2023 Q2	$3.38M	Sell	83,280 -870	-1%	-$35.4K	0.78%	37
2023 Q1	$3.49M	Sell	84,150 -320	-0.4%	-$13.7K	0.85%	35
2022 Q4	$3.69M	Buy	84,470 +2,120	+3%	+$92.3K	0.92%	34
2022 Q3	$2.96M	Sell	82,350 -1,138	-1%	-$43K	0.79%	39
2022 Q2	$2.98M	Buy	83,488 +4,558	+6%	+$183K	0.71%	47
2022 Q1	$3.02M	Sell	78,930 -680	-0.9%	-$23.6K	0.64%	49
2021 Q4	$2.21M	Buy	79,610 +1,420	+2%	+$40.1K	0.46%	56
2021 Q3	$2.04M	Buy	78,190 +2,500	+3%	+$61.9K	0.45%	56
2021 Q2	$2.04M	Buy	75,690 +1,600	+2%	+$41.6K	0.46%	56
2021 Q1	$1.82M	Buy	74,090 +480	+0.7%	+$11.1K	0.43%	59
2020 Q4	$1.4M	Buy	+73,610	New	+$1.27M	0.36%	64
2019 Q4	–	Sell	-8,400	Closed	-$249K	–	151
2019 Q3	$249K	Buy	8,400 +250	+3%	+$7.56K	0.08%	136
2019 Q2	$260K	Hold	8,150	–	–	0.08%	129
2019 Q1	$269K	Sell	8,150 -950	-10%	-$30.5K	0.09%	126
2018 Q4	$261K	Sell	9,100 -250	-3%	-$8.37K	0.1%	121
2018 Q3	$354K	Sell	9,350 -150	-2%	-$5.62K	0.12%	114
2018 Q2	$361K	Sell	9,500 -150	-2%	-$5.57K	0.13%	114
2018 Q1	$325K	Buy	9,650 +500	+5%	+$17.7K	0.12%	114
2017 Q4	$331K	Sell	9,150 -50	-0.5%	-$1.72K	0.12%	112
2017 Q3	$315K	Hold	9,200	–	–	0.12%	110
2017 Q2	$299K	Sell	9,200 -400	-4%	-$13.4K	0.11%	115
2017 Q1	$336K	Buy	9,600 +530	+6%	+$19.2K	0.12%	108
2016 Q4	$342K	Hold	9,070	–	–	0.13%	107
2016 Q3	$320K	Hold	9,070	–	–	0.15%	98
2016 Q2	$309K	Sell	9,070 -350	-4%	-$11.5K	0.12%	107
2016 Q1	$292K	Buy	9,420 +400	+4%	+$11.6K	0.12%	104
2015 Q4	$272K	Buy	9,020 +1,170	+15%	+$38.5K	0.12%	105
2015 Q3	$240K	Sell	7,850 -350	-4%	-$11.8K	0.11%	110
2015 Q2	$308K	Hold	8,200	–	–	0.13%	105
2015 Q1	$318K	Hold	8,200	–	–	0.13%	103
2014 Q4	$325K	Hold	8,200	–	–	0.13%	97
2014 Q3	$372K	Buy	8,200 +200	+3%	+$9.69K	0.16%	95
2014 Q2	$400K	Hold	8,000	–	–	0.17%	97
2014 Q1	$356K	Sell	8,000 -100	-1%	-$4.31K	0.16%	98
2013 Q4	$358K	Hold	8,100	–	–	0.21%	89
2013 Q3	$336K	Buy	8,100 +200	+3%	+$8.24K	0.21%	90
2013 Q2	$309K	Buy	+7,900	New	+$313K	0.19%	90

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

Pettyjohn Wood & White's XLE Position: Q1 2026 in Review

Pettyjohn Wood & White reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.04% in Q1 2026, selling an estimated $1.66K and leaving 82,629 shares worth $5.06M. The position accounts for 0.81% of the portfolio, ranked #36.

Pettyjohn Wood & White first reported a position in XLE in Q2 2013 and has held it in 48 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Pettyjohn Wood & White held 82,629 shares of State Street Energy Select Sector SPDR ETF worth $5.06M as of Q1 2026.
Pettyjohn Wood & White sold 31 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.66K.
State Street Energy Select Sector SPDR ETF made up 0.81% of Pettyjohn Wood & White's portfolio in Q1 2026, its #36 holding.
Pettyjohn Wood & White first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 48 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.