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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-8,000
Closed -$490K 194
2026
Q1
$490K Buy
+8,000
New +$429K 0.03% 114

Other funds holding XLE

Willis Johnson & Associates's XLE Position: Q2 2026 in Review

Willis Johnson & Associates reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 23% in Q2 2026, selling an estimated $457K and leaving 27,168 shares worth $1.44M. The position accounts for 0.08% of the portfolio, ranked #54.

Willis Johnson & Associates first reported a position in XLE in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.44M in Q3 2023. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Willis Johnson & Associates held 27,168 shares of State Street Energy Select Sector SPDR ETF worth $1.44M as of Q2 2026.
  • Willis Johnson & Associates sold 7,990 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $457K.
  • State Street Energy Select Sector SPDR ETF made up 0.08% of Willis Johnson & Associates's portfolio in Q2 2026, its #54 holding.
  • Willis Johnson & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • Willis Johnson & Associates's State Street Energy Select Sector SPDR ETF position peaked at $3.44M in Q3 2023.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.