Luther King Capital Management (LKCM)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Luther King Capital Management (LKCM)’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	$845K	Buy	+15,907	New	+$910K	﹤0.01%	436
2016 Q2	–	Sell	-17,764	Closed	-$550K	–	533
2016 Q1	$550K	Sell	17,764 -44,370	-71%	-$1.29M	0.01%	395
2015 Q4	$1.87M	Buy	+62,134	New	+$2.05M	0.02%	306
2015 Q1	–	Sell	-6,366	Closed	-$252K	–	567
2014 Q4	$252K	Buy	6,366 +1,270	+25%	+$52.8K	﹤0.01%	505
2014 Q3	$231K	Sell	5,096 -340	-6%	-$16.5K	﹤0.01%	523
2014 Q2	$272K	Sell	5,436 -150	-3%	-$7.1K	﹤0.01%	495
2014 Q1	$249K	Sell	5,586 -440	-7%	-$19K	﹤0.01%	492
2013 Q4	$267K	Hold	6,026	–	–	﹤0.01%	479
2013 Q3	$250K	Sell	6,026 -580	-9%	-$23.9K	﹤0.01%	633
2013 Q2	$259K	Buy	+6,606	New	+$262K	﹤0.01%	622

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

Luther King Capital Management (LKCM)'s XLE Position: Q2 2026 in Review

Luther King Capital Management (LKCM) opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 15,907 shares worth $845K. The stake represents ﹤0.01% of the portfolio and ranks #436 among its holdings. This is a return to the name: Luther King Capital Management (LKCM) previously reported a position in XLE as recently as Q1 2016.

Luther King Capital Management (LKCM) first reported a position in XLE in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.87M in Q4 2015. 2,037 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Luther King Capital Management (LKCM) held 15,907 shares of State Street Energy Select Sector SPDR ETF worth $845K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Luther King Capital Management (LKCM) position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #436 holding.
Luther King Capital Management (LKCM) first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 10 quarters since.
Luther King Capital Management (LKCM)'s State Street Energy Select Sector SPDR ETF position peaked at $1.87M in Q4 2015.
2,037 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.