LK
XLE icon

Lumbard & Kellner’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lumbard & Kellner’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
Q1 		$681K Buy
11,110
+252
+2% +$13.5K 0.24% 65
2025
Q4 		$485K Buy
10,858
+308
+3% +$13.7K 0.17% 76
2025
Q3 		$471K Buy
10,550
+750
+8% +$32.8K 0.17% 73
2025
Q2 		$416K Buy
+9,800
New +$408K 0.18% 64

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Lumbard & Kellner's XLE Position: Q1 2026 in Review

Lumbard & Kellner increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.3% in Q1 2026, buying an estimated $13.5K and bringing the position to 11,110 shares worth $681K. The position accounts for 0.24% of the portfolio, ranked #65.

Lumbard & Kellner 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.

  • Lumbard & Kellner held 11,110 shares of State Street Energy Select Sector SPDR ETF worth $681K as of Q1 2026.
  • Lumbard & Kellner bought 252 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $13.5K.
  • State Street Energy Select Sector SPDR ETF made up 0.24% of Lumbard & Kellner's portfolio in Q1 2026, its #65 holding.
  • Lumbard & Kellner 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 Lumbard & Kellner's 13F filing for Q1 2026, filed 15 May 2026.