Lumbard & Kellner’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Lumbard & Kellner's XLE Position: Q2 2026 in Review
Lumbard & Kellner increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 101% in Q2 2026, buying an estimated $643K and bringing the position to 22,364 shares worth $1.19M. The position accounts for 0.36% of the portfolio, ranked #54.
Lumbard & Kellner first reported a position in XLE in Q2 2025 and has held it in 5 quarters since. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Lumbard & Kellner held 22,364 shares of State Street Energy Select Sector SPDR ETF worth $1.19M as of Q2 2026.
- Lumbard & Kellner bought 11,254 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $643K.
- State Street Energy Select Sector SPDR ETF made up 0.36% of Lumbard & Kellner's portfolio in Q2 2026, its #54 holding.
- Lumbard & Kellner first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.