SJS Investment Consulting’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SJS Investment Consulting’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	–	Sell	-16	Closed	-$716	–	2583
2025 Q4	$716	Buy	+16	New	+$713	﹤0.01%	1405
2025 Q2	–	Sell	-498	Closed	-$23.3K	–	1678
2025 Q1	$23.3K	Hold	498	–	–	﹤0.01%	273
2024 Q4	$21.3K	Hold	498	–	–	﹤0.01%	270
2024 Q3	$21.9K	Sell	498 -354	-42%	-$15.8K	﹤0.01%	272
2024 Q2	$38.8K	Hold	852	–	–	0.01%	195
2024 Q1	$40.2K	Buy	852 +354	+71%	+$15.2K	0.01%	208
2023 Q4	$20.9K	Buy	+498	New	+$21.3K	﹤0.01%	235

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

SJS Investment Consulting's XLE Position: Q1 2026 in Review

SJS Investment Consulting sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 16 shares — an estimated $716 sold.

SJS Investment Consulting first reported a position in XLE in Q4 2023 and held it in 7 quarters. The position peaked at $40.2K in Q1 2024. 2,111 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

SJS Investment Consulting reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
SJS Investment Consulting sold 16 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $716.
SJS Investment Consulting first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 7 quarters.
SJS Investment Consulting's State Street Energy Select Sector SPDR ETF position peaked at $40.2K in Q1 2024.
2,111 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.