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

Lighthouse Wealth 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	$662K	Buy	12,462 +1,323	+12%	+$75.6K	0.41%	34
2026 Q1	$682K	Buy	11,139 +304	+3%	+$16.3K	0.46%	31
2025 Q4	$484K	Buy	10,835 +11	+0.1%	+$490	0.33%	34
2025 Q3	$483K	Sell	10,824 -162	-1%	-$7.09K	0.39%	33
2025 Q2	$466K	Sell	10,986 -216	-2%	-$9K	0.4%	33
2025 Q1	$523K	Buy	11,202 +212	+2%	+$9.56K	0.48%	27
2024 Q4	$471K	Buy	+10,990	New	+$499K	0.43%	28

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Lighthouse Wealth Management's XLE Position: Q2 2026 in Review

Lighthouse Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q2 2026, buying an estimated $75.6K and bringing the position to 12,462 shares worth $662K. The position accounts for 0.41% of the portfolio, ranked #34.

Lighthouse Wealth Management first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $682K in Q1 2026. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Lighthouse Wealth Management held 12,462 shares of State Street Energy Select Sector SPDR ETF worth $662K as of Q2 2026.
Lighthouse Wealth Management bought 1,323 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $75.6K.
State Street Energy Select Sector SPDR ETF made up 0.41% of Lighthouse Wealth Management's portfolio in Q2 2026, its #34 holding.
Lighthouse Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Lighthouse Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $682K in Q1 2026.
2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Lighthouse Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.