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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.58M Buy
29,691
+71
+0.2% +$4.06K 0.52% 51
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

Lynx Investment Advisory's XLE Position: Q2 2026 in Review

Lynx Investment Advisory increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.24% in Q2 2026, buying an estimated $4.06K and bringing the position to 29,691 shares worth $1.58M. The position accounts for 0.52% of the portfolio, ranked #51.

Lynx Investment Advisory first reported a position in XLE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.81M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Lynx Investment Advisory held 29,691 shares of State Street Energy Select Sector SPDR ETF worth $1.58M as of Q2 2026.
  • Lynx Investment Advisory bought 71 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $4.06K.
  • State Street Energy Select Sector SPDR ETF made up 0.52% of Lynx Investment Advisory's portfolio in Q2 2026, its #51 holding.
  • Lynx Investment Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • Lynx Investment Advisory's State Street Energy Select Sector SPDR ETF position peaked at $1.81M in Q1 2026.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.