Lakeside Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lakeside Advisors’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	$250K	Buy	+4,700	New	+$269K	0.16%	61

Other funds holding XLE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Lakeside Advisors's XLE Position: Q2 2026 in Review

Lakeside Advisors opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 4,700 shares worth $250K. The stake represents 0.16% of the portfolio and ranks #61 among its holdings.

1,193 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Lakeside Advisors held 4,700 shares of State Street Energy Select Sector SPDR ETF worth $250K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Lakeside Advisors position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.16% of Lakeside Advisors's portfolio in Q2 2026, its #61 holding.
1,193 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.