Lodestar Private Asset Management’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
$774K Buy
14,570
+1,474
+11% +$84.3K 0.07% 133
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

Lodestar Private Asset Management's XLE Position: Q2 2026 in Review

Lodestar Private Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q2 2026, buying an estimated $84.3K and bringing the position to 14,570 shares worth $774K. The position accounts for 0.07% of the portfolio, ranked #133.

Lodestar Private Asset Management first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $802K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Lodestar Private Asset Management held 14,570 shares of State Street Energy Select Sector SPDR ETF worth $774K as of Q2 2026.
  • Lodestar Private Asset Management bought 1,474 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $84.3K.
  • State Street Energy Select Sector SPDR ETF made up 0.07% of Lodestar Private Asset Management's portfolio in Q2 2026, its #133 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 15 quarters since.
  • Lodestar Private Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $802K in Q1 2026.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.