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 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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

LVM Capital Management's XLE Position: Q2 2026 in Review

LVM Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.5% in Q2 2026, selling an estimated $17.2K and leaving 5,187 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #141.

LVM Capital Management first reported a position in XLE in Q3 2025 and has held it in 4 quarters since. The position peaked at $336K in Q1 2026. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

LVM Capital Management held 5,187 shares of State Street Energy Select Sector SPDR ETF worth $275K as of Q2 2026.
LVM Capital Management sold 300 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $17.2K.
State Street Energy Select Sector SPDR ETF made up 0.02% of LVM Capital Management's portfolio in Q2 2026, its #141 holding.
LVM Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
LVM Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $336K in Q1 2026.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.