LWM
XLE icon

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
Q3 		$691K Sell
11,235
-1,227
-10% -$74.4K 0.42% 32
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

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Lighthouse Wealth Management's XLE Position: Q3 2026 in Review

Lighthouse Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.8% in Q3 2026, selling an estimated $74.4K and leaving 11,235 shares worth $691K. The position accounts for 0.42% of the portfolio, ranked #32.

Lighthouse Wealth Management first reported a position in XLE in Q4 2024 and has held it in 8 quarters since. 206 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Lighthouse Wealth Management held 11,235 shares of State Street Energy Select Sector SPDR ETF worth $691K as of Q3 2026.
  • Lighthouse Wealth Management sold 1,227 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $74.4K.
  • State Street Energy Select Sector SPDR ETF made up 0.42% of Lighthouse Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Lighthouse Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
  • 206 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Lighthouse Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.