Lake Hills Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lake Hills Wealth Management’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	$9.79M	Buy	184,271 +53,786	+41%	+$3.08M	4.45%	7
2026 Q1	$7.99M	Buy	+130,485	New	+$7M	4.47%	6
2025 Q2	–	Sell	-174,842	Closed	-$8.17M	–	66
2025 Q1	$8.17M	Buy	174,842 +22,318	+15%	+$1.01M	5.64%	5
2024 Q4	$6.53M	Buy	152,524 +12,064	+9%	+$548K	4.46%	5
2024 Q3	$6.17M	Buy	140,460 +10,254	+8%	+$458K	4.13%	7
2024 Q2	$5.93M	Buy	130,206 +6,184	+5%	+$288K	4.26%	7
2024 Q1	$5.85M	Buy	124,022 +64,758	+109%	+$2.78M	5.27%	6
2023 Q4	$2.48M	Buy	59,264 +15,034	+34%	+$643K	2.49%	15
2023 Q3	$2M	Sell	44,230 -362	-0.8%	-$15.8K	2.02%	14
2023 Q2	$1.81M	Buy	+44,592	New	+$1.82M	1.97%	19

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Lake Hills Wealth Management's XLE Position: Q2 2026 in Review

Lake Hills Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 41% in Q2 2026, buying an estimated $3.08M and bringing the position to 184,271 shares worth $9.79M. The position accounts for 4.45% of the portfolio, ranked #7.

Lake Hills Wealth Management first reported a position in XLE in Q2 2023 and has held it in 10 quarters since. 941 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Lake Hills Wealth Management held 184,271 shares of State Street Energy Select Sector SPDR ETF worth $9.79M as of Q2 2026.
Lake Hills Wealth Management bought 53,786 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.08M.
State Street Energy Select Sector SPDR ETF made up 4.45% of Lake Hills Wealth Management's portfolio in Q2 2026, its #7 holding.
Lake Hills Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and has held it in 10 quarters since.
941 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.