L.K. Benson & Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

L.K. Benson & Company’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 Q2	$312K	Sell	5,883 -1,257	-18%	-$71.9K	0.09%	97
2026 Q1	$437K	Hold	7,140	–	–	0.14%	82
2025 Q4	$319K	Buy	7,140 +2,452	+52%	+$109K	0.16%	93
2025 Q3	$209K	Buy	+4,688	New	+$205K	0.11%	103
2025 Q2	–	Sell	-4,688	Closed	-$219K	–	102
2025 Q1	$219K	Hold	4,688	–	–	0.15%	93
2024 Q4	$201K	Buy	+4,688	New	+$213K	0.14%	95

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

L.K. Benson & Company's XLE Position: Q2 2026 in Review

L.K. Benson & Company reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q2 2026, selling an estimated $71.9K and leaving 5,883 shares worth $312K. The position accounts for 0.09% of the portfolio, ranked #97.

L.K. Benson & Company first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. The position peaked at $437K in Q1 2026. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

L.K. Benson & Company held 5,883 shares of State Street Energy Select Sector SPDR ETF worth $312K as of Q2 2026.
L.K. Benson & Company sold 1,257 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $71.9K.
State Street Energy Select Sector SPDR ETF made up 0.09% of L.K. Benson & Company's portfolio in Q2 2026, its #97 holding.
L.K. Benson & Company first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
L.K. Benson & Company's State Street Energy Select Sector SPDR ETF position peaked at $437K in Q1 2026.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.