A detailed history of Lighthouse Wealth Management Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Lighthouse Wealth Management Inc. holds 10,835 shares of XLE stock, worth $997,036. This represents 0.33% of its overall portfolio holdings.

Number of Shares
10,835
Previous 5,412 100.2%
Holding current value
$997,036
Previous $483 Million 0.19%
% of portfolio
0.33%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026

BUY
$85.22 - $92.02 $462,148 - $499,024
5,423 Added 100.2%
10,835 $484 Million
Q3 2025

Oct 20, 2025

SELL
$84.25 - $91.99 $6,824 - $7,451
-81 Reduced 1.47%
5,412 $483 Million
Q2 2025

Jul 14, 2025

SELL
$76.44 - $94.13 $8,255 - $10,166
-108 Reduced 1.93%
5,493 $466 Million
Q1 2025

Apr 22, 2025

BUY
$85.7 - $93.96 $9,084 - $9,959
106 Added 1.93%
5,601 $523 Million
Q4 2024

Jan 22, 2025

BUY
$83.32 - $97.27 $457,843 - $534,498
5,495 New
5,495 $471 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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