Lifeworks Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Lifeworks Advisors's XLE Position: Q2 2026 in Review
Lifeworks Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 13% in Q2 2026, buying an estimated $59.3K and bringing the position to 9,305 shares worth $494K. The position accounts for 0.05% of the portfolio, ranked #204.
Lifeworks Advisors first reported a position in XLE in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.11M in Q1 2024. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Lifeworks Advisors held 9,305 shares of State Street Energy Select Sector SPDR ETF worth $494K as of Q2 2026.
- Lifeworks Advisors bought 1,037 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $59.3K.
- State Street Energy Select Sector SPDR ETF made up 0.05% of Lifeworks Advisors's portfolio in Q2 2026, its #204 holding.
- Lifeworks Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
- Lifeworks Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.11M in Q1 2024.
- 2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.