L.J. Altfest & Co’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
$238K Sell
4,487
-79,974
-95% -$4.57M 0.02% 286
2026
Q1
$5.17M Sell
84,461
-25,440
-23% -$1.36M 0.55% 39
2025
Q4
$4.91M Sell
109,901
-803
-0.7% -$35.8K 0.54% 41
2025
Q3
$4.95M Buy
+110,704
New +$4.85M 0.55% 43
2025
Q2
Sell
-5,846
Closed -$273K 370
2025
Q1
$273K Hold
5,846
0.03% 283
2024
Q4
$250K Buy
+5,846
New +$266K 0.03% 290
2022
Q4
Sell
-21,680
Closed -$781K 283
2022
Q3
$781K Buy
+21,680
New +$820K 0.15% 104

Other funds holding XLE

L.J. Altfest & Co's XLE Position: Q2 2026 in Review

L.J. Altfest & Co reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 95% in Q2 2026, selling an estimated $4.57M and leaving 4,487 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #286.

L.J. Altfest & Co first reported a position in XLE in Q3 2022 and has held it in 7 quarters since. The position peaked at $5.17M in Q1 2026. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • L.J. Altfest & Co held 4,487 shares of State Street Energy Select Sector SPDR ETF worth $238K as of Q2 2026.
  • L.J. Altfest & Co sold 79,974 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $4.57M.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of L.J. Altfest & Co's portfolio in Q2 2026, its #286 holding.
  • L.J. Altfest & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 7 quarters since.
  • L.J. Altfest & Co's State Street Energy Select Sector SPDR ETF position peaked at $5.17M in Q1 2026.
  • 2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.