Williams Jones Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Williams Jones Wealth 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	$958K	Hold	15,642	–	–	0.01%	267
2025 Q4	$699K	Buy	15,642 +742	+5%	+$33K	0.01%	303
2025 Q3	$666K	Sell	14,900 -750	-5%	-$32.8K	0.01%	309
2025 Q2	$664K	Sell	15,650 -2,136	-12%	-$89K	0.01%	306
2025 Q1	$831K	Sell	17,786 -42	-0.2%	-$1.89K	0.01%	261
2024 Q4	$764K	Buy	17,828 +7,002	+65%	+$318K	0.01%	278
2024 Q3	$475K	Sell	10,826 -606	-5%	-$27.1K	0.01%	369
2024 Q2	$521K	Sell	11,432 -396	-3%	-$18.4K	0.01%	340
2024 Q1	$558K	Sell	11,828 -70	-0.6%	-$3.01K	0.01%	335
2023 Q4	$499K	Sell	11,898 -4,532	-28%	-$194K	0.01%	345
2023 Q3	$743K	Buy	16,430 +2,182	+15%	+$95.5K	0.01%	281
2023 Q2	$578K	Sell	14,248 -452	-3%	-$18.4K	0.01%	316
2023 Q1	$609K	Buy	14,700 +2,582	+21%	+$110K	0.01%	335
2022 Q4	$530K	Hold	12,118	–	–	0.01%	346
2022 Q3	$436K	Hold	12,118	–	–	0.01%	372
2022 Q2	$433K	Buy	12,118 +230	+2%	+$9.23K	0.01%	385
2022 Q1	$454K	Buy	+11,888	New	+$412K	0.01%	366
2021 Q2	–	Sell	-13,818	Closed	-$339K	–	518
2021 Q1	$339K	Sell	13,818 -12,000	-46%	-$277K	0.01%	366
2020 Q4	$489K	Buy	25,818 +12,000	+87%	+$207K	0.01%	287
2020 Q3	$207K	Buy	+13,818	New	+$245K	﹤0.01%	395
2020 Q1	–	Sell	-13,068	Closed	-$392K	–	439
2019 Q4	$392K	Buy	13,068 +2,372	+22%	+$70.3K	0.01%	319
2019 Q3	$317K	Buy	+10,696	New	+$324K	0.01%	327

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

Williams Jones Wealth Management's XLE Position: Q1 2026 in Review

Williams Jones Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 15,642 shares worth $958K. The position accounts for 0.01% of the portfolio, ranked #267.

Williams Jones Wealth Management first reported a position in XLE in Q3 2019 and has held it in 22 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Williams Jones Wealth Management held 15,642 shares of State Street Energy Select Sector SPDR ETF worth $958K as of Q1 2026.
Williams Jones Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #267 holding.
Williams Jones Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2019 and has held it in 22 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.