Lloyd Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.19K Sell
60
-192
-76% -$11K ﹤0.01% 461
2026
Q1
$15.4K Buy
+252
New +$13.5K ﹤0.01% 425
2022
Q2
Sell
-968
Closed -$37K 572
2022
Q1
$37K Buy
968
+420
+77% +$14.5K 0.02% 269
2021
Q4
$15K Buy
548
+2
+0.4% +$57 0.01% 312
2021
Q3
$14K Buy
546
+2
+0.4% +$50 0.01% 284
2021
Q2
$15K Buy
544
+176
+48% +$4.58K 0.01% 254
2021
Q1
$9K Hold
368
﹤0.01% 244
2020
Q4
$7K Hold
368
﹤0.01% 227
2020
Q3
$6K Buy
+368
New +$6.53K ﹤0.01% 217

Other funds holding XLE

Lloyd Advisory Services's XLE Position: Q2 2026 in Review

Lloyd Advisory Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 76% in Q2 2026, selling an estimated $11K and leaving 60 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Lloyd Advisory Services first reported a position in XLE in Q3 2020 and has held it in 9 quarters since. The position peaked at $37K in Q1 2022. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Lloyd Advisory Services held 60 shares of State Street Energy Select Sector SPDR ETF worth $3.19K as of Q2 2026.
  • Lloyd Advisory Services sold 192 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11K.
  • State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #461 holding.
  • Lloyd Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and has held it in 9 quarters since.
  • Lloyd Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $37K in Q1 2022.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.