LPWM LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

LPWM LLC’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	$1.09M	Hold	20,590	–	–	0.24%	44
2026 Q1	$1.26M	Buy	20,590 +2,569	+14%	+$138K	0.32%	39
2025 Q4	$806K	Sell	18,021 -365	-2%	-$16.3K	0.2%	51
2025 Q3	$821K	Buy	18,386 +1,344	+8%	+$58.8K	0.22%	44
2025 Q2	$723K	Buy	17,042 +4,176	+32%	+$174K	0.21%	44
2025 Q1	$601K	Hold	12,866	–	–	0.19%	49
2024 Q4	$551K	Sell	12,866 -6,354	-33%	-$289K	0.18%	50
2024 Q3	$887K	Sell	19,220 -788	-4%	-$35.2K	0.29%	38
2024 Q2	$896K	Sell	20,008 -1,864	-9%	-$86.8K	0.31%	37
2024 Q1	$1.07M	Buy	21,872 +436	+2%	+$18.7K	0.39%	33
2023 Q4	$908K	Buy	21,436 +5,542	+35%	+$237K	0.36%	34
2023 Q3	$704K	Buy	15,894 +1,174	+8%	+$51.4K	0.32%	37
2023 Q2	$599K	Buy	14,720 +950	+7%	+$38.7K	0.26%	37
2023 Q1	$570K	Hold	13,770	–	–	0.27%	36
2022 Q4	$605K	Buy	13,770 +3,700	+37%	+$161K	0.33%	32
2022 Q3	$363K	Buy	10,070 +820	+9%	+$31K	0.22%	41
2022 Q2	$328K	Hold	9,250	–	–	0.18%	46
2022 Q1	$358K	Hold	9,250	–	–	0.18%	48
2021 Q4	$257K	Hold	9,250	–	–	0.14%	59
2021 Q3	$249K	Buy	9,250 +430	+5%	+$10.7K	0.15%	53
2021 Q2	$233K	Hold	8,820	–	–	0.14%	57
2021 Q1	$222K	Buy	+8,820	New	+$203K	0.15%	54
2020 Q1	–	Sell	-15,682	Closed	-$471K	–	50
2019 Q4	$471K	Buy	+15,682	New	+$465K	0.44%	25

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

LPWM LLC's XLE Position: Q2 2026 in Review

LPWM LLC held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 20,590 shares worth $1.09M. The position accounts for 0.24% of the portfolio, ranked #44.

LPWM LLC first reported a position in XLE in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.26M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

LPWM LLC held 20,590 shares of State Street Energy Select Sector SPDR ETF worth $1.09M as of Q2 2026.
LPWM LLC left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.24% of LPWM LLC's portfolio in Q2 2026, its #44 holding.
LPWM LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 23 quarters since.
LPWM LLC's State Street Energy Select Sector SPDR ETF position peaked at $1.26M in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.