Symmetry Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Symmetry Investments’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	$6.04M	Buy	+98,600	New	+$5.29M	0.66%	41
2025 Q1	–	Sell	-29,200	Closed	-$1.25M	–	219
2024 Q4	$1.25M	Sell	29,200 -30,400	-51%	-$1.38M	0.07%	115
2024 Q3	$2.62M	Buy	59,600 +11,000	+23%	+$492K	0.37%	71
2024 Q2	$2.21M	Sell	48,600 -639,200	-93%	-$29.8M	0.25%	77
2024 Q1	$32.5M	Buy	687,800 +650,044	+1,722%	+$27.9M	1.94%	7
2023 Q4	$1.58M	Buy	37,756 +5,156	+16%	+$220K	0.11%	105
2023 Q3	$1.47M	Sell	32,600 -14,000	-30%	-$613K	0.3%	81
2023 Q2	$1.89M	Buy	46,600 +40,100	+617%	+$1.63M	0.29%	75
2023 Q1	$269K	Buy	+6,500	New	+$278K	0.06%	112
2021 Q4	–	Sell	-23,800	Closed	-$672K	–	150
2021 Q3	$620K	Sell	23,800 -176,856	-88%	-$4.38M	0.09%	111
2021 Q2	$5.41M	Buy	200,656 +149,656	+293%	+$3.89M	1.54%	22
2021 Q1	$1.25M	Buy	+51,000	New	+$1.18M	0.3%	54

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

Symmetry Investments's XLE Position: Q1 2026 in Review

Symmetry Investments opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 98,600 shares worth $6.04M. The stake represents 0.66% of the portfolio and ranks #41 among its holdings. This is a return to the name: Symmetry Investments previously reported a position in XLE as recently as Q4 2024.

Symmetry Investments first reported a position in XLE in Q1 2021 and has held it in 12 quarters since. The position peaked at $32.5M in Q1 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Symmetry Investments held 98,600 shares of State Street Energy Select Sector SPDR ETF worth $6.04M as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Symmetry Investments position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.66% of Symmetry Investments's portfolio in Q1 2026, its #41 holding.
Symmetry Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 12 quarters since.
Symmetry Investments's State Street Energy Select Sector SPDR ETF position peaked at $32.5M in Q1 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Symmetry Investments's 13F filing for Q1 2026, filed 15 May 2026.