Lokken Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lokken Investment Group’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
2025 Q3	$1.13M	Buy	25,360 +1,022	+4%	+$44.7K	0.39%	65
2025 Q2	$1.03M	Buy	24,338 +1,414	+6%	+$58.9K	0.4%	63
2025 Q1	$1.07M	Buy	+22,924	New	+$1.03M	0.45%	60
2023 Q1	–	Sell	-46,358	Closed	-$2.03M	–	140
2022 Q4	$2.03M	Sell	46,358 -106	-0.2%	-$4.61K	1.6%	19
2022 Q3	$1.67M	Buy	46,464 +3,032	+7%	+$115K	1.44%	21
2022 Q2	$1.55M	Buy	+43,432	New	+$1.74M	1.26%	21

Other funds holding XLE

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

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

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

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MMH

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

Lokken Investment Group's XLE Position: Q3 2025 in Review

Lokken Investment Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.2% in Q3 2025, buying an estimated $44.7K and bringing the position to 25,360 shares worth $1.13M. The position accounts for 0.39% of the portfolio, ranked #65.

Lokken Investment Group first reported a position in XLE in Q2 2022 and has held it in 6 quarters since. The position peaked at $2.03M in Q4 2022. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Lokken Investment Group held 25,360 shares of State Street Energy Select Sector SPDR ETF worth $1.13M as of Q3 2025.
Lokken Investment Group bought 1,022 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $44.7K.
State Street Energy Select Sector SPDR ETF made up 0.39% of Lokken Investment Group's portfolio in Q3 2025, its #65 holding.
Lokken Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 6 quarters since.
Lokken Investment Group's State Street Energy Select Sector SPDR ETF position peaked at $2.03M in Q4 2022.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.