LaSalle St. Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

LaSalle St. Investment 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	$924K	Sell	17,407 -302	-2%	-$17.3K	0.11%	152
2026 Q1	$1.08M	Buy	17,709 +61	+0.3%	+$3.27K	0.15%	116
2025 Q4	$789K	Buy	17,648 +1,520	+9%	+$67.7K	0.13%	133
2025 Q3	$720K	Sell	16,128 -112	-0.7%	-$4.9K	0.13%	126
2025 Q2	$688K	Sell	16,240 -13,244	-45%	-$552K	0.19%	117
2025 Q1	$1.38M	Buy	29,484 +430	+1%	+$19.4K	0.32%	53
2024 Q4	$1.24M	Buy	29,054 +2,368	+9%	+$108K	0.39%	44
2024 Q3	$1.17M	Buy	+26,686	New	+$1.19M	0.46%	36
2024 Q2	–	Sell	-14,762	Closed	-$676K	–	182
2024 Q1	$676K	Buy	14,762 +6	+0%	+$258	0.38%	42
2023 Q4	$6.18M	Sell	14,756 -22	-0.1%	-$941	0.41%	38
2023 Q3	$667K	Buy	14,778 +2	+0%	+$88	0.33%	42
2023 Q2	$599K	Buy	14,776 +28	+0.2%	+$1.14K	0.27%	51
2023 Q1	$610K	Sell	14,748 -38	-0.3%	-$1.63K	0.27%	56
2022 Q4	$646K	Buy	+14,786	New	+$644K	0.3%	48

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

LaSalle St. Investment Advisors's XLE Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.7% in Q2 2026, selling an estimated $17.3K and leaving 17,407 shares worth $924K. The position accounts for 0.11% of the portfolio, ranked #152.

LaSalle St. Investment Advisors first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.18M in Q4 2023. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

LaSalle St. Investment Advisors held 17,407 shares of State Street Energy Select Sector SPDR ETF worth $924K as of Q2 2026.
LaSalle St. Investment Advisors sold 302 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $17.3K.
State Street Energy Select Sector SPDR ETF made up 0.11% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #152 holding.
LaSalle St. Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
LaSalle St. Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $6.18M in Q4 2023.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.