Lake Street Private Wealth’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
$401K Buy
7,550
+502
+7% +$28.7K 0.05% 194
2026
Q1
$432K Sell
7,048
-223
-3% -$12K 0.06% 182
2025
Q4
$325K Sell
7,271
-2,377
-25% -$106K 0.04% 214
2025
Q3
$431K Sell
9,648
-2,092
-18% -$91.6K 0.06% 187
2025
Q2
$498K Sell
11,740
-468
-4% -$19.5K 0.07% 158
2025
Q1
$570K Sell
12,208
-122
-1% -$5.5K 0.09% 142
2024
Q4
$528K Sell
12,330
-62
-0.5% -$2.82K 0.08% 145
2024
Q3
$544K Sell
12,392
-25,292
-67% -$1.13M 0.09% 154
2024
Q2
$1.72M Sell
37,684
-100
-0.3% -$4.66K 0.22% 104
2024
Q1
$1.78M Sell
37,784
-1,706
-4% -$73.3K 0.25% 100
2023
Q4
$1.66M Sell
39,490
-5,528
-12% -$236K 0.26% 98
2023
Q3
$2.08M Buy
45,018
+1,224
+3% +$53.6K 0.37% 81
2023
Q2
$1.78M Sell
43,794
-6,286
-13% -$256K 0.31% 92
2023
Q1
$2.07M Buy
50,080
+598
+1% +$25.6K 0.39% 79
2022
Q4
$2.16M Buy
49,482
+1,190
+2% +$51.8K 0.45% 66
2022
Q3
$1.74M Sell
48,292
-3,630
-7% -$137K 0.4% 73
2022
Q2
$1.86M Sell
51,922
-162
-0.3% -$6.5K 0.39% 73
2022
Q1
$1.99M Buy
52,084
+3,620
+7% +$125K 0.36% 80
2021
Q4
$1.34M Buy
+48,464
New +$1.37M 0.24% 104

Other funds holding XLE

Lake Street Private Wealth's XLE Position: Q2 2026 in Review

Lake Street Private Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.1% in Q2 2026, buying an estimated $28.7K and bringing the position to 7,550 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #194.

Lake Street Private Wealth first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.16M in Q4 2022. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Lake Street Private Wealth held 7,550 shares of State Street Energy Select Sector SPDR ETF worth $401K as of Q2 2026.
  • Lake Street Private Wealth bought 502 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $28.7K.
  • State Street Energy Select Sector SPDR ETF made up 0.05% of Lake Street Private Wealth's portfolio in Q2 2026, its #194 holding.
  • Lake Street Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Lake Street Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $2.16M in Q4 2022.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.