LVM Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

LVM Capital Management’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 Q3	$327K	Buy	5,309 +122	+2%	+$7.4K	0.03%	129
2026 Q2	$275K	Sell	5,187 -300	-5%	-$17.2K	0.02%	141
2026 Q1	$336K	Sell	5,487 -55	-1%	-$2.95K	0.03%	127
2025 Q4	$248K	Sell	5,542 -116	-2%	-$5.17K	0.02%	139
2025 Q3	$253K	Buy	+5,658	New	+$248K	0.02%	139

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LVM Capital Management's XLE Position: Q3 2026 in Review

LVM Capital Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.4% in Q3 2026, buying an estimated $7.4K and bringing the position to 5,309 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #129.

LVM Capital Management first reported a position in XLE in Q3 2025 and has held it in 5 quarters since. The position peaked at $336K in Q1 2026. 1,480 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

LVM Capital Management held 5,309 shares of State Street Energy Select Sector SPDR ETF worth $327K as of Q3 2026.
LVM Capital Management bought 122 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $7.4K.
State Street Energy Select Sector SPDR ETF made up 0.03% of LVM Capital Management's portfolio in Q3 2026, its #129 holding.
LVM Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 5 quarters since.
LVM Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $336K in Q1 2026.
1,480 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on LVM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.