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	$490K	Buy	+8,000	New	+$429K	0.03%	114

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.