Lane Brothers & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lane Brothers & Co’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	$2.01M	Sell	37,866 -657	-2%	-$37.6K	1.32%	20
2026 Q1	$2.36M	Buy	38,523 +4,531	+13%	+$243K	1.72%	14
2025 Q4	$1.52M	Buy	+33,992	New	+$1.51M	1.1%	25

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Lane Brothers & Co's XLE Position: Q2 2026 in Review

Lane Brothers & Co reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.7% in Q2 2026, selling an estimated $37.6K and leaving 37,866 shares worth $2.01M. The position accounts for 1.32% of the portfolio, ranked #20.

Lane Brothers & Co first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.36M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Lane Brothers & Co held 37,866 shares of State Street Energy Select Sector SPDR ETF worth $2.01M as of Q2 2026.
Lane Brothers & Co sold 657 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $37.6K.
State Street Energy Select Sector SPDR ETF made up 1.32% of Lane Brothers & Co's portfolio in Q2 2026, its #20 holding.
Lane Brothers & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Lane Brothers & Co's State Street Energy Select Sector SPDR ETF position peaked at $2.36M in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.