St. Johns Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

St. Johns Investment 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	$1.03M	Sell	16,836 -313	-2%	-$16.8K	0.43%	58
2025 Q4	$767K	Buy	17,149 +381	+2%	+$17K	0.32%	72
2025 Q3	$749K	Sell	16,768 -90	-0.5%	-$3.94K	0.32%	75
2025 Q2	$715K	Sell	16,858 -1,804	-10%	-$75.1K	0.33%	72
2025 Q1	$872K	Buy	18,662 +156	+0.8%	+$7.03K	0.43%	58
2024 Q4	$793K	Sell	18,506 -688	-4%	-$31.3K	0.37%	62
2024 Q3	$843K	Sell	19,194 -1,858	-9%	-$83.1K	0.4%	64
2024 Q2	$959K	Sell	21,052 -8,768	-29%	-$408K	0.46%	54
2024 Q1	$1.41M	Buy	29,820 +256	+0.9%	+$11K	0.68%	44
2023 Q4	$1.24M	Sell	29,564 -1,048	-3%	-$44.8K	0.63%	44
2023 Q3	$1.38M	Sell	30,612 -1,764	-5%	-$77.2K	0.79%	37
2023 Q2	$1.31M	Buy	32,376 +832	+3%	+$33.9K	0.71%	40
2023 Q1	$1.31M	Sell	31,544 -314	-1%	-$13.4K	0.76%	40
2022 Q4	$1.39M	Buy	31,858 +1,186	+4%	+$51.6K	0.83%	36
2022 Q3	$1.1M	Sell	30,672 -4,872	-14%	-$184K	0.72%	42
2022 Q2	$1.27M	Sell	35,544 -4,702	-12%	-$189K	0.81%	37
2022 Q1	$1.54M	Buy	40,246 +4,968	+14%	+$172K	0.82%	35
2021 Q4	$979K	Buy	35,278 +4,134	+13%	+$117K	0.5%	56
2021 Q3	$811K	Buy	31,144 +750	+2%	+$18.6K	0.45%	59
2021 Q2	$819K	Buy	30,394 +2,126	+8%	+$55.3K	0.44%	58
2021 Q1	$693K	Sell	28,268 -2,938	-9%	-$67.8K	0.4%	60
2020 Q4	$591K	Buy	31,206 +820	+3%	+$14.1K	0.36%	59
2020 Q3	$455K	Buy	30,386 +1,928	+7%	+$34.2K	0.31%	65
2020 Q2	$539K	Buy	28,458 +2,584	+10%	+$48.1K	0.4%	60
2020 Q1	$376K	Sell	25,874 -23,060	-47%	-$547K	0.34%	66
2019 Q4	$1.47M	Sell	48,934 -1,124	-2%	-$33.3K	1.02%	30
2019 Q3	$1.48M	Sell	50,058 -666	-1%	-$20.1K	1.1%	27
2019 Q2	$1.62M	Buy	50,724 +412	+0.8%	+$13.2K	1.2%	22
2019 Q1	$1.66M	Buy	50,312 +398	+0.8%	+$12.8K	1.29%	21
2018 Q4	$1.43M	Sell	49,914 -2,660	-5%	-$89K	1.27%	21
2018 Q3	$1.99M	Sell	52,574 -3,910	-7%	-$147K	1.49%	16
2018 Q2	$2.15M	Buy	56,484 +1,446	+3%	+$53.7K	1.58%	15
2018 Q1	$1.85M	Buy	55,038 +922	+2%	+$32.6K	1.4%	18
2017 Q4	$1.96M	Sell	54,116 -2,740	-5%	-$94.3K	1.44%	17
2017 Q3	$1.95M	Sell	56,856 -410	-0.7%	-$13.3K	1.43%	16
2017 Q2	$1.86M	Buy	57,266 +2,748	+5%	+$92.4K	1.4%	18
2017 Q1	$1.91M	Buy	54,518 +386	+0.7%	+$14K	1.51%	16
2016 Q4	$2.04M	Buy	54,132 +106	+0.2%	+$3.83K	1.68%	15
2016 Q3	$1.91M	Buy	54,026 +2,190	+4%	+$75K	1.6%	14
2016 Q2	$1.77M	Buy	51,836 +5,476	+12%	+$181K	1.6%	15
2016 Q1	$1.44M	Buy	46,360 +18,746	+68%	+$544K	1.27%	18
2015 Q4	$833K	Sell	27,614 -180	-0.6%	-$5.92K	0.75%	46
2015 Q3	$850K	Sell	27,794 -2,978	-10%	-$100K	0.8%	43
2015 Q2	$1.16M	Hold	30,772	–	–	0.99%	27
2015 Q1	$1.19M	Sell	30,772 -654	-2%	-$25.3K	1.04%	25
2014 Q4	$1.24M	Sell	31,426 -560	-2%	-$23.3K	1.08%	22
2014 Q3	$1.45M	Sell	31,986 -990	-3%	-$48K	1.28%	19
2014 Q2	$1.65M	Buy	32,976 +220	+0.7%	+$10.4K	1.42%	15
2014 Q1	$1.46M	Buy	+32,756	New	+$1.41M	1.31%	18

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

St. Johns Investment Management's XLE Position: Q1 2026 in Review

St. Johns Investment Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.8% in Q1 2026, selling an estimated $16.8K and leaving 16,836 shares worth $1.03M. The position accounts for 0.43% of the portfolio, ranked #58.

St. Johns Investment Management first reported a position in XLE in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.15M in Q2 2018. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

St. Johns Investment Management held 16,836 shares of State Street Energy Select Sector SPDR ETF worth $1.03M as of Q1 2026.
St. Johns Investment Management sold 313 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $16.8K.
State Street Energy Select Sector SPDR ETF made up 0.43% of St. Johns Investment Management's portfolio in Q1 2026, its #58 holding.
St. Johns Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2014 and has held it in 49 quarters since.
St. Johns Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $2.15M in Q2 2018.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on St. Johns Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.