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Lynx Capital Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lynx Capital Group’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
2024
Q3 		– Sell
-89,936
Closed -$4.1M – 83
2024
Q2 		$4.1M Buy
89,936
+994
+1% +$46.3K 2.83% 7
2024
Q1 		$4.2M Sell
88,942
-1,888
-2% -$81.1K 2.83% 7
2023
Q4 		$3.81M Buy
+90,830
New +$3.88M 2.77% 6

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lynx Capital Group's XLE Position: Q3 2024 in Review

Lynx Capital Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2024, closing a stake of 89,936 shares — an estimated $4.1M sold.

Lynx Capital Group first reported a position in XLE in Q4 2023 and held it in 3 quarters. The position peaked at $4.2M in Q1 2024. 1,752 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

  • Lynx Capital Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Lynx Capital Group sold 89,936 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $4.1M.
  • Lynx Capital Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 3 quarters.
  • Lynx Capital Group's State Street Energy Select Sector SPDR ETF position peaked at $4.2M in Q1 2024.
  • 1,752 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Lynx Capital Group's 13F filing for Q3 2024, filed 10 Aug 2026.