Lewis Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lewis Asset Management's XLE Position: Q2 2026 in Review

Lewis Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.2% in Q2 2026, buying an estimated $7.26K and bringing the position to 10,956 shares worth $582K. The position accounts for 0.2% of the portfolio, ranked #106.

Lewis Asset Management first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $663K in Q1 2026. 963 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

• Lewis Asset Management held 10,956 shares of State Street Energy Select Sector SPDR ETF worth $582K as of Q2 2026.
• Lewis Asset Management bought 127 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $7.26K.
• State Street Energy Select Sector SPDR ETF made up 0.2% of Lewis Asset Management's portfolio in Q2 2026, its #106 holding.
• Lewis Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
• Lewis Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $663K in Q1 2026.
• 963 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.