Willis Johnson & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Willis Johnson & Associates’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	$2.15M	Sell	35,158 -522	-1%	-$28K	0.13%	53
2025 Q4	$1.6M	Sell	35,680 -38	-0.1%	-$1.69K	0.1%	57
2025 Q3	$1.6M	Sell	35,718 -10,664	-23%	-$467K	0.1%	56
2025 Q2	$1.97M	Sell	46,382 -6,164	-12%	-$257K	0.13%	54
2025 Q1	$2.46M	Sell	52,546 -3,098	-6%	-$140K	0.19%	47
2024 Q4	$2.38M	Sell	55,644 -1,510	-3%	-$68.6K	0.18%	48
2024 Q3	$2.51M	Sell	57,154 -300	-0.5%	-$13.4K	0.19%	49
2024 Q2	$2.62M	Sell	57,454 -12,164	-17%	-$567K	0.21%	48
2024 Q1	$3.29M	Sell	69,618 -9,574	-12%	-$411K	0.29%	42
2023 Q4	$3.32M	Buy	79,192 +3,084	+4%	+$132K	0.3%	40
2023 Q3	$3.44M	Buy	76,108 +4,660	+7%	+$204K	0.35%	36
2023 Q2	$2.9M	Buy	71,448 +1,140	+2%	+$46.4K	0.31%	40
2023 Q1	$2.91M	Buy	70,308 +10,508	+18%	+$449K	0.35%	41
2022 Q4	$2.62M	Sell	59,800 -4,552	-7%	-$198K	0.34%	40
2022 Q3	$2.32M	Buy	64,352 +6,018	+10%	+$228K	0.34%	42
2022 Q2	$2.09M	Buy	58,334 +22,100	+61%	+$887K	0.29%	42
2022 Q1	$1.39M	Buy	36,234 +19,204	+113%	+$665K	0.18%	49
2021 Q4	$473K	Buy	17,030 +2,032	+14%	+$57.4K	0.06%	64
2021 Q3	$391K	Buy	14,998 +36	+0.2%	+$892	0.05%	67
2021 Q2	$403K	Buy	14,962 +92	+0.6%	+$2.39K	0.06%	65
2021 Q1	$365K	Sell	14,870 -64	-0.4%	-$1.48K	0.06%	61
2020 Q4	$283K	Buy	+14,934	New	+$257K	0.05%	66

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

Willis Johnson & Associates's XLE Position: Q1 2026 in Review

Willis Johnson & Associates reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.5% in Q1 2026, selling an estimated $28K and leaving 35,158 shares worth $2.15M. The position accounts for 0.13% of the portfolio, ranked #53.

Willis Johnson & Associates first reported a position in XLE in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.44M in Q3 2023. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Willis Johnson & Associates held 35,158 shares of State Street Energy Select Sector SPDR ETF worth $2.15M as of Q1 2026.
Willis Johnson & Associates sold 522 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $28K.
State Street Energy Select Sector SPDR ETF made up 0.13% of Willis Johnson & Associates's portfolio in Q1 2026, its #53 holding.
Willis Johnson & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Willis Johnson & Associates's State Street Energy Select Sector SPDR ETF position peaked at $3.44M in Q3 2023.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.