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

Lodestone Wealth 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 Q2	$717K	Buy	13,491 +966	+8%	+$55.2K	0.25%	91
2026 Q1	$767K	Buy	12,525 +693	+6%	+$37.2K	0.3%	79
2025 Q4	$529K	Sell	11,832 -552	-4%	-$24.6K	0.22%	99
2025 Q3	$553K	Sell	12,384 -104	-0.8%	-$4.55K	0.25%	94
2025 Q2	$530K	Buy	12,488 +1,210	+11%	+$50.4K	0.26%	94
2025 Q1	$527K	Buy	11,278 +322	+3%	+$14.5K	0.28%	84
2024 Q4	$469K	Buy	10,956 +2,304	+27%	+$105K	0.24%	96
2024 Q3	$380K	Sell	8,652 -1,798	-17%	-$80.4K	0.19%	102
2024 Q2	$476K	Buy	10,450 +154	+1%	+$7.17K	0.25%	96
2024 Q1	$486K	Buy	10,296 +554	+6%	+$23.8K	0.25%	95
2023 Q4	$408K	Buy	9,742 +282	+3%	+$12.1K	0.24%	99
2023 Q3	$428K	Buy	9,460 +692	+8%	+$30.3K	0.3%	79
2023 Q2	$356K	Buy	8,768 +1,776	+25%	+$72.3K	0.24%	97
2023 Q1	$290K	Buy	6,992 +86	+1%	+$3.68K	0.22%	107
2022 Q4	$302K	Buy	+6,906	New	+$301K	0.24%	95

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Lodestone Wealth Management's XLE Position: Q2 2026 in Review

Lodestone Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.7% in Q2 2026, buying an estimated $55.2K and bringing the position to 13,491 shares worth $717K. The position accounts for 0.25% of the portfolio, ranked #91.

Lodestone Wealth Management first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $767K in Q1 2026. 849 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Lodestone Wealth Management held 13,491 shares of State Street Energy Select Sector SPDR ETF worth $717K as of Q2 2026.
Lodestone Wealth Management bought 966 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $55.2K.
State Street Energy Select Sector SPDR ETF made up 0.25% of Lodestone Wealth Management's portfolio in Q2 2026, its #91 holding.
Lodestone Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $767K in Q1 2026.
849 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.