LM Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
LM Advisors's XLE Position: Q2 2026 in Review
LM Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5,567% in Q2 2026, buying an estimated $1.32M and bringing the position to 23,517 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #97.
LM Advisors first reported a position in XLE in Q4 2023 and has held it in 9 quarters since. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- LM Advisors held 23,517 shares of State Street Energy Select Sector SPDR ETF worth $1.25M as of Q2 2026.
- LM Advisors bought 23,102 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.32M.
- State Street Energy Select Sector SPDR ETF made up 0.14% of LM Advisors's portfolio in Q2 2026, its #97 holding.
- LM Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
- 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.