LWM
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Lighthouse Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Lighthouse Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$466K Sell
5,493
-108
-2% -$9.16K 0.4% 33
2025
Q1 		$523K Buy
5,601
+106
+2% +$9.91K 0.48% 27
2024
Q4 		$471K Buy
+5,495
New +$471K 0.43% 28