LightSquare Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
LightSquare Wealth Management's XLE Position: Q2 2026 in Review
LightSquare Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.5% in Q2 2026, selling an estimated $59K and leaving 14,766 shares worth $784K. The position accounts for 0.54% of the portfolio, ranked #43.
LightSquare Wealth Management first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $968K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- LightSquare Wealth Management held 14,766 shares of State Street Energy Select Sector SPDR ETF worth $784K as of Q2 2026.
- LightSquare Wealth Management sold 1,032 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $59K.
- State Street Energy Select Sector SPDR ETF made up 0.54% of LightSquare Wealth Management's portfolio in Q2 2026, its #43 holding.
- LightSquare Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- LightSquare Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $968K in Q1 2026.
- 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on LightSquare Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.