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

Lazari Capital Management’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	$1.03M	Sell	19,404 -2,698	-12%	-$154K	0.32%	52
2026 Q1	$1.35M	Sell	22,102 -403	-2%	-$21.6K	0.47%	42
2025 Q4	$1.01M	Sell	22,505 -621	-3%	-$27.7K	0.34%	53
2025 Q3	$1.03M	Sell	23,126 -198	-0.8%	-$8.67K	0.35%	49
2025 Q2	$989K	Buy	23,324 +202	+0.9%	+$8.41K	0.37%	45
2025 Q1	$1.08M	Sell	23,122 -702	-3%	-$31.7K	0.44%	45
2024 Q4	$1.02M	Buy	23,824 +274	+1%	+$12.5K	0.41%	38
2024 Q3	$1.03M	Buy	23,550 +2,812	+14%	+$126K	0.44%	41
2024 Q2	$945K	Hold	20,738	–	–	0.43%	42
2024 Q1	$979K	Sell	20,738 -104	-0.5%	-$4.47K	0.53%	34
2023 Q4	$874K	Sell	20,842 -1,814	-8%	-$77.6K	0.5%	35
2023 Q3	$1.02M	Sell	22,656 -694	-3%	-$30.4K	0.61%	31
2023 Q2	$948K	Buy	+23,350	New	+$951K	0.53%	36

Other funds holding XLE

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Lazari Capital Management's XLE Position: Q2 2026 in Review

Lazari Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q2 2026, selling an estimated $154K and leaving 19,404 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #52.

Lazari Capital Management first reported a position in XLE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.35M in Q1 2026. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Lazari Capital Management held 19,404 shares of State Street Energy Select Sector SPDR ETF worth $1.03M as of Q2 2026.
Lazari Capital Management sold 2,698 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $154K.
State Street Energy Select Sector SPDR ETF made up 0.32% of Lazari Capital Management's portfolio in Q2 2026, its #52 holding.
Lazari Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $1.35M in Q1 2026.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.