LOM 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
Q1
$4.08M Sell
66,528
-1,020
-2% -$54.7K 1.17% 21
2025
Q4
$3.02M Sell
67,548
-654
-1% -$29.1K 0.88% 32
2025
Q3
$3.05M Sell
68,202
-444
-0.6% -$19.4K 0.93% 30
2025
Q2
$2.91M Buy
+68,646
New +$2.86M 0.99% 29

Other funds holding XLE

LOM Asset Management's XLE Position: Q1 2026 in Review

LOM Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.5% in Q1 2026, selling an estimated $54.7K and leaving 66,528 shares worth $4.08M. The position accounts for 1.17% of the portfolio, ranked #21.

LOM Asset Management first reported a position in XLE in Q2 2025 and has held it in 4 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • LOM Asset Management held 66,528 shares of State Street Energy Select Sector SPDR ETF worth $4.08M as of Q1 2026.
  • LOM Asset Management sold 1,020 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $54.7K.
  • State Street Energy Select Sector SPDR ETF made up 1.17% of LOM Asset Management's portfolio in Q1 2026, its #21 holding.
  • LOM Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.