Lugano Financial Advisors SA (LFA)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lugano Financial Advisors SA (LFA)’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	–	Sell	-360	Closed	-$22.1K	–	285
2026 Q1	$22.1K	Buy	+360	New	+$19.3K	0.01%	186
2025 Q4	–	Sell	-8,036	Closed	-$359K	–	243
2025 Q3	$359K	Hold	8,036	–	–	0.19%	54
2025 Q2	$341K	Hold	8,036	–	–	0.2%	55
2025 Q1	$375K	Hold	8,036	–	–	0.26%	47
2024 Q4	$344K	Hold	8,036	–	–	0.23%	55
2024 Q3	$353K	Buy	8,036 +4,376	+120%	+$196K	0.24%	48
2024 Q2	$167K	Hold	3,660	–	–	0.13%	72
2024 Q1	$173K	Buy	+3,660	New	+$157K	0.13%	73
2022 Q3	–	Sell	-544	Closed	-$19K	–	134
2022 Q2	$19K	Buy	544 +400	+278%	+$16K	0.01%	109
2022 Q1	$6K	Hold	144	–	–	﹤0.01%	106
2021 Q4	$4K	Hold	144	–	–	﹤0.01%	116
2021 Q3	$4K	Buy	+144	New	+$3.57K	﹤0.01%	102
2019 Q1	–	Sell	-20,000	Closed	-$757K	–	183
2018 Q4	$757K	Hold	20,000	–	–	0.53%	36
2018 Q3	$757K	Hold	20,000	–	–	0.53%	36
2018 Q2	$754K	Buy	+20,000	New	+$743K	0.72%	36

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

Lugano Financial Advisors SA (LFA)'s XLE Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 360 shares — an estimated $22.1K sold.

Lugano Financial Advisors SA (LFA) first reported a position in XLE in Q2 2018 and held it in 15 quarters. The position peaked at $757K in Q4 2018. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Lugano Financial Advisors SA (LFA) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 360 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $22.1K.
Lugano Financial Advisors SA (LFA) first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and held it in 15 quarters.
Lugano Financial Advisors SA (LFA)'s State Street Energy Select Sector SPDR ETF position peaked at $757K in Q4 2018.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.