Lynx Investment Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lynx Investment Advisory’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 Q1	$1.81M	Buy	29,620 +62	+0.2%	+$3.33K	0.87%	29
2025 Q4	$1.32M	Sell	29,558 -530	-2%	-$23.6K	0.72%	30
2025 Q3	$1.34M	Buy	30,088 +4,822	+19%	+$211K	0.8%	27
2025 Q2	$1.07M	Buy	25,266 +4,196	+20%	+$175K	0.7%	36
2025 Q1	$984K	Sell	21,070 -208	-1%	-$9.38K	0.66%	37
2024 Q4	$911K	Sell	21,278 -5,726	-21%	-$260K	0.62%	39
2024 Q3	$1.19M	Buy	27,004 +542	+2%	+$24.2K	0.85%	26
2024 Q2	$1.21M	Buy	+26,462	New	+$1.23M	0.89%	24

Other funds holding XLE

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Lynx Investment Advisory's XLE Position: Q1 2026 in Review

Lynx Investment Advisory increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.21% in Q1 2026, buying an estimated $3.33K and bringing the position to 29,620 shares worth $1.81M. The position accounts for 0.87% of the portfolio, ranked #29.

Lynx Investment Advisory first reported a position in XLE in Q2 2024 and has held it in 8 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Lynx Investment Advisory held 29,620 shares of State Street Energy Select Sector SPDR ETF worth $1.81M as of Q1 2026.
Lynx Investment Advisory bought 62 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $3.33K.
State Street Energy Select Sector SPDR ETF made up 0.87% of Lynx Investment Advisory's portfolio in Q1 2026, its #29 holding.
Lynx Investment Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.