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Lynch & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lynch & Associates’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 		– Sell
-3,493
Closed -$214K – 129
2026
Q1 		$214K Buy
+3,493
New +$187K 0.04% 120
2025
Q2 		– Sell
-4,470
Closed -$209K – 126
2025
Q1 		$209K Buy
+4,470
New +$202K 0.05% 116
2024
Q3 		– Sell
-4,470
Closed -$204K – 120
2024
Q2 		$204K Hold
4,470
– – 0.05% 116
2024
Q1 		$211K Buy
+4,470
New +$192K 0.05% 117
2020
Q1 		– Sell
-7,018
Closed -$211K – 102
2019
Q4 		$211K Buy
+7,018
New +$208K 0.06% 96
2017
Q2 		– Sell
-6,346
Closed -$222K – 102
2017
Q1 		$222K Buy
6,346
+246
+4% +$8.89K 0.09% 95
2016
Q4 		$230K Hold
6,100
– – 0.1% 94
2016
Q3 		$215K Hold
6,100
– – 0.09% 98
2016
Q2 		$208K Buy
+6,100
New +$201K 0.09% 103
2015
Q3 		– Sell
-6,650
Closed -$250K – 111
2015
Q2 		$250K Hold
6,650
– – 0.13% 95
2015
Q1 		$258K Sell
6,650
-2,680
-29% -$104K 0.14% 92
2014
Q4 		$369K Sell
9,330
-1,790
-16% -$74.4K 0.2% 78
2014
Q3 		$504K Buy
11,120
+470
+4% +$22.8K 0.28% 72
2014
Q2 		$533K Buy
10,650
+680
+7% +$32.2K 0.3% 68
2014
Q1 		$444K Buy
9,970
+626
+7% +$27K 0.26% 71
2013
Q4 		$414K Hold
9,344
– – 0.25% 74
2013
Q3 		$387K Buy
9,344
+2
+0% +$82 0.26% 75
2013
Q2 		$366K Buy
+9,342
New +$370K 0.25% 80

Other funds holding XLE

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Lynch & Associates's XLE Position: Q2 2026 in Review

Lynch & Associates sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,493 shares — an estimated $214K sold.

Lynch & Associates first reported a position in XLE in Q2 2013 and held it in 18 quarters. The position peaked at $533K in Q2 2014. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Lynch & Associates reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Lynch & Associates sold 3,493 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $214K.
  • Lynch & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 18 quarters.
  • Lynch & Associates's State Street Energy Select Sector SPDR ETF position peaked at $533K in Q2 2014.
  • 386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.