Lunt Capital 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
2025
Q2
Sell
-16,608
Closed -$776K 97
2025
Q1
$776K Buy
+16,608
New +$749K 0.28% 45
2024
Q3
Sell
-16,142
Closed -$736K 100
2024
Q2
$736K Buy
16,142
+396
+3% +$18.4K 0.36% 45
2024
Q1
$743K Buy
+15,746
New +$676K 0.37% 44
2023
Q4
Sell
-15,076
Closed -$681K 89
2023
Q3
$681K Buy
+15,076
New +$660K 0.36% 46

Other funds holding XLE

Lunt Capital Management's XLE Position: Q2 2025 in Review

Lunt Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 16,608 shares — an estimated $776K sold.

Lunt Capital Management first reported a position in XLE in Q3 2023 and held it in 4 quarters. The position peaked at $776K in Q1 2025. 1,750 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

  • Lunt Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Lunt Capital Management sold 16,608 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $776K.
  • Lunt Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and held it in 4 quarters.
  • Lunt Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $776K in Q1 2025.
  • 1,750 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Lunt Capital Management's 13F filing for Q2 2025, filed 28 Jul 2025.