LJI Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
LJI Wealth Management's XLE Position: Q2 2026 in Review
LJI Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 10% in Q2 2026, selling an estimated $47.6K and leaving 7,470 shares worth $397K. The position accounts for 0.06% of the portfolio, ranked #129.
LJI Wealth Management first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. The position peaked at $509K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- LJI Wealth Management held 7,470 shares of State Street Energy Select Sector SPDR ETF worth $397K as of Q2 2026.
- LJI Wealth Management sold 832 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $47.6K.
- State Street Energy Select Sector SPDR ETF made up 0.06% of LJI Wealth Management's portfolio in Q2 2026, its #129 holding.
- LJI Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
- LJI Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $509K in Q1 2026.
- 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.