LYNX CAPITAL GROUP LTD /ADV’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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
2023 Q4	$3.81M	Buy	+90,830	New	+$3.88M	2.77%	6

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LYNX CAPITAL GROUP LTD /ADV's XLE Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023: 90,830 shares worth $3.81M. The stake represents 2.77% of the portfolio and ranks #6 among its holdings.

1,781 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

LYNX CAPITAL GROUP LTD /ADV held 90,830 shares of State Street Energy Select Sector SPDR ETF worth $3.81M as of Q4 2023.
State Street Energy Select Sector SPDR ETF was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
State Street Energy Select Sector SPDR ETF made up 2.77% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #6 holding.
1,781 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.