Lakeridge Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Lakeridge Wealth Management's XLE Position: Q2 2026 in Review
Lakeridge Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.37% in Q2 2026, buying an estimated $858 and bringing the position to 4,105 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #174.
Lakeridge Wealth Management first reported a position in XLE in Q1 2024 and has held it in 7 quarters since. The position peaked at $251K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Lakeridge Wealth Management held 4,105 shares of State Street Energy Select Sector SPDR ETF worth $218K as of Q2 2026.
- Lakeridge Wealth Management bought 15 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $858.
- State Street Energy Select Sector SPDR ETF made up 0.08% of Lakeridge Wealth Management's portfolio in Q2 2026, its #174 holding.
- Lakeridge Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 7 quarters since.
- Lakeridge Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $251K in Q1 2026.
- 2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.