Lodestar Private Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lodestar Private Asset 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 Q1	$802K	Hold	13,096	–	–	0.08%	118
2025 Q4	$586K	Sell	13,096 -150	-1%	-$6.68K	0.06%	140
2025 Q3	$592K	Hold	13,246	–	–	0.06%	140
2025 Q2	$562K	Sell	13,246 -842	-6%	-$35.1K	0.06%	134
2025 Q1	$658K	Sell	14,088 -1,532	-10%	-$69.1K	0.08%	122
2024 Q4	$669K	Buy	15,620 +102	+0.7%	+$4.63K	0.08%	120
2024 Q3	$681K	Sell	15,518 -206	-1%	-$9.21K	0.09%	119
2024 Q2	$717K	Buy	15,724 +620	+4%	+$28.9K	0.1%	113
2024 Q1	$713K	Buy	15,104 +196	+1%	+$8.42K	0.1%	111
2023 Q4	$625K	Sell	14,908 -254	-2%	-$10.9K	0.1%	120
2023 Q3	$685K	Buy	15,162 +1,634	+12%	+$71.5K	0.12%	109
2023 Q2	$549K	Sell	13,528 -100	-0.7%	-$4.07K	0.09%	119
2023 Q1	$564K	Buy	13,628 +10	+0.1%	+$428	0.1%	114
2022 Q4	$596K	Buy	+13,618	New	+$593K	0.11%	111

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Lodestar Private Asset Management's XLE Position: Q1 2026 in Review

Lodestar Private Asset Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 13,096 shares worth $802K. The position accounts for 0.08% of the portfolio, ranked #118.

Lodestar Private Asset Management first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Lodestar Private Asset Management held 13,096 shares of State Street Energy Select Sector SPDR ETF worth $802K as of Q1 2026.
Lodestar Private Asset Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.08% of Lodestar Private Asset Management's portfolio in Q1 2026, its #118 holding.
Lodestar Private Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.