SYM Financial Corp’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SYM Financial Corp’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	$824K	Sell	13,458 -112	-0.8%	-$6.01K	0.08%	71
2025 Q4	$607K	Sell	13,570 -336	-2%	-$15K	0.06%	103
2025 Q3	$621K	Sell	13,906 -1,574	-10%	-$68.9K	0.07%	90
2025 Q2	$656K	Buy	15,480 +14	+0.1%	+$583	0.07%	95
2025 Q1	$723K	Sell	15,466 -66	-0.4%	-$2.98K	0.09%	65
2024 Q4	$665K	Buy	15,532 +180	+1%	+$8.18K	0.09%	72
2024 Q3	$674K	Buy	15,352 +12	+0.1%	+$536	0.09%	55
2024 Q2	$699K	Buy	15,340 +632	+4%	+$29.4K	0.11%	44
2024 Q1	$694K	Sell	14,708 -3,244	-18%	-$139K	0.11%	39
2023 Q4	$753K	Buy	17,952 +812	+5%	+$34.7K	0.12%	39
2023 Q3	$775K	Buy	17,140 +5,254	+44%	+$230K	0.14%	34
2023 Q2	$482K	Buy	11,886 +30	+0.3%	+$1.22K	0.1%	35
2023 Q1	$491K	Buy	11,856 +34	+0.3%	+$1.45K	0.11%	31
2022 Q4	$517K	Buy	11,822 +30	+0.3%	+$1.31K	0.12%	31
2022 Q3	$425K	Buy	11,792 +38	+0.3%	+$1.44K	0.21%	35
2022 Q2	$420K	Sell	11,754 -976	-8%	-$39.2K	0.2%	32
2022 Q1	$487K	Buy	12,730 +28	+0.2%	+$970	0.21%	23
2021 Q4	$352K	Buy	12,702 +40	+0.3%	+$1.13K	0.14%	30
2021 Q3	$330K	Sell	12,662 -2,512	-17%	-$62.2K	0.19%	27
2021 Q2	$409K	Buy	15,174 +1,062	+8%	+$27.6K	0.23%	20
2021 Q1	$346K	Buy	14,112 +416	+3%	+$9.6K	0.2%	24
2020 Q4	$260K	Sell	13,696 -20	-0.1%	-$345	0.19%	28
2020 Q3	$205K	Buy	13,716 +190	+1%	+$3.37K	0.15%	32
2020 Q2	$256K	Buy	13,526 +5,834	+76%	+$108K	0.21%	25
2020 Q1	$112K	Hold	7,692	–	–	0.11%	40
2019 Q4	$231K	Hold	7,692	–	–	0.15%	39
2019 Q3	$228K	Hold	7,692	–	–	0.15%	28
2019 Q2	$245K	Hold	7,692	–	–	0.16%	30
2019 Q1	$254K	Hold	7,692	–	–	0.16%	29
2018 Q4	$221K	Hold	7,692	–	–	0.09%	39
2018 Q3	$291K	Hold	7,692	–	–	0.16%	30
2018 Q2	$292K	Hold	7,692	–	–	0.17%	15
2018 Q1	$259K	Sell	7,692 -120	-2%	-$4.25K	0.16%	21
2017 Q4	$282K	Buy	+7,812	New	+$269K	0.13%	31

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

SYM Financial Corp's XLE Position: Q1 2026 in Review

SYM Financial Corp reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.83% in Q1 2026, selling an estimated $6.01K and leaving 13,458 shares worth $824K. The position accounts for 0.08% of the portfolio, ranked #71.

SYM Financial Corp first reported a position in XLE in Q4 2017 and has held it in 34 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

SYM Financial Corp held 13,458 shares of State Street Energy Select Sector SPDR ETF worth $824K as of Q1 2026.
SYM Financial Corp sold 112 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $6.01K.
State Street Energy Select Sector SPDR ETF made up 0.08% of SYM Financial Corp's portfolio in Q1 2026, its #71 holding.
SYM Financial Corp first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.