Lodestone Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lodestone Wealth Management's XLE Position: Q3 2026 in Review

Lodestone Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.3% in Q3 2026, buying an estimated $35.1K and bringing the position to 14,070 shares worth $865K. The position accounts for 0.29% of the portfolio, ranked #82.

Lodestone Wealth Management first reported a position in XLE in Q4 2022 and has held it in 16 quarters since. 1,770 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

• Lodestone Wealth Management held 14,070 shares of State Street Energy Select Sector SPDR ETF worth $865K as of Q3 2026.
• Lodestone Wealth Management bought 579 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $35.1K.
• State Street Energy Select Sector SPDR ETF made up 0.29% of Lodestone Wealth Management's portfolio in Q3 2026, its #82 holding.
• Lodestone Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
• 1,770 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.