Lighthouse Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lighthouse Financial’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 Q3	$514K	Buy	8,364 +1,050	+14%	+$63.6K	0.23%	56
2026 Q2	$388K	Buy	7,314 +79	+1%	+$4.52K	0.2%	56
2026 Q1	$443K	Buy	7,235 +535	+8%	+$28.7K	0.27%	46
2025 Q4	$300K	Sell	6,700 -300	-4%	-$13.4K	0.2%	53
2025 Q3	$313K	Sell	7,000 -4,000	-36%	-$175K	0.21%	57
2025 Q2	$466K	Hold	11,000	–	–	0.36%	42
2025 Q1	$514K	Sell	11,000 -800	-7%	-$36.1K	0.44%	38
2024 Q4	$505K	Buy	+11,800	New	+$536K	0.41%	39

Other funds holding XLE

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Lighthouse Financial's XLE Position: Q3 2026 in Review

Lighthouse Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q3 2026, buying an estimated $63.6K and bringing the position to 8,364 shares worth $514K. The position accounts for 0.23% of the portfolio, ranked #56.

Lighthouse Financial first reported a position in XLE in Q4 2024 and has held it in 8 quarters since. 962 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Lighthouse Financial held 8,364 shares of State Street Energy Select Sector SPDR ETF worth $514K as of Q3 2026.
Lighthouse Financial bought 1,050 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $63.6K.
State Street Energy Select Sector SPDR ETF made up 0.23% of Lighthouse Financial's portfolio in Q3 2026, its #56 holding.
Lighthouse Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
962 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.