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 Q3	$289K	Hold	4,700	–	–	0.17%	60
2026 Q2	$250K	Buy	+4,700	New	+$269K	0.16%	61

Other funds holding XLE

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Lakeside Advisors's XLE Position: Q3 2026 in Review

Lakeside Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 4,700 shares worth $289K. The position accounts for 0.17% of the portfolio, ranked #60.

Lakeside Advisors first reported a position in XLE in Q2 2026 and has held it in 2 quarters since. 1,659 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Lakeside Advisors held 4,700 shares of State Street Energy Select Sector SPDR ETF worth $289K as of Q3 2026.
Lakeside Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.17% of Lakeside Advisors's portfolio in Q3 2026, its #60 holding.
Lakeside Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2026 and has held it in 2 quarters since.
1,659 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.