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
Q2
$3.59M Buy
67,552
+1,024
+2% +$58.5K 0.93% 32
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: Q2 2026 in Review

LOM Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.5% in Q2 2026, buying an estimated $58.5K and bringing the position to 67,552 shares worth $3.59M. The position accounts for 0.93% of the portfolio, ranked #32.

LOM Asset Management first reported a position in XLE in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.08M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • LOM Asset Management held 67,552 shares of State Street Energy Select Sector SPDR ETF worth $3.59M as of Q2 2026.
  • LOM Asset Management bought 1,024 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $58.5K.
  • State Street Energy Select Sector SPDR ETF made up 0.93% of LOM Asset Management's portfolio in Q2 2026, its #32 holding.
  • LOM Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • LOM Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $4.08M 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 LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.