Lavaca Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lavaca Capital’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	$1.91K	Hold	36	–	–	﹤0.01%	341
2026 Q1	$2.18K	Buy	36 +1	+3%	+$54	﹤0.01%	277
2025 Q4	$1.58K	Sell	35 -1	-3%	-$45	﹤0.01%	277
2025 Q3	$1.57K	Buy	36 +2	+6%	+$88	﹤0.01%	261
2025 Q2	$1.48K	Hold	34	–	–	﹤0.01%	257
2025 Q1	$1.61K	Hold	34	–	–	﹤0.01%	238
2024 Q4	$1.47K	Buy	+34	New	+$1.54K	﹤0.01%	296
2023 Q4	–	Sell	-11,838	Closed	-$535K	–	138
2023 Q3	$535K	Hold	11,838	–	–	0.18%	94
2023 Q2	$480K	Buy	11,838 +1,616	+16%	+$65.8K	0.14%	109
2023 Q1	$423K	Buy	10,222 +1,316	+15%	+$56.3K	0.09%	138
2022 Q4	$390K	Buy	+8,906	New	+$388K	0.12%	137
2020 Q3	–	Sell	-39,006	Closed	-$738K	–	119
2020 Q2	$738K	Buy	39,006 +5,806	+17%	+$108K	0.23%	45
2020 Q1	$482K	Buy	+33,200	New	+$787K	0.47%	46

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

Lavaca Capital's XLE Position: Q2 2026 in Review

Lavaca Capital held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 36 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Lavaca Capital first reported a position in XLE in Q1 2020 and has held it in 13 quarters since. The position peaked at $738K in Q2 2020. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Lavaca Capital held 36 shares of State Street Energy Select Sector SPDR ETF worth $1.91K as of Q2 2026.
Lavaca Capital left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Lavaca Capital's portfolio in Q2 2026, its #341 holding.
Lavaca Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 13 quarters since.
Lavaca Capital's State Street Energy Select Sector SPDR ETF position peaked at $738K in Q2 2020.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.