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

Symmetry Partners’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 Q2	$2.86M	Buy	53,921 +45,256	+522%	+$2.59M	0.15%	55
2026 Q1	$531K	Buy	+8,665	New	+$465K	0.03%	101
2025 Q3	–	Sell	-61,362	Closed	-$2.6M	–	178
2025 Q2	$2.6M	Buy	+61,362	New	+$2.56M	0.32%	45
2023 Q3	–	Sell	-276,328	Closed	-$11.2M	–	592
2023 Q2	$11.2M	Sell	276,328 -221,550	-44%	-$9.02M	0.59%	41
2023 Q1	$20.6M	Buy	497,878 +41,942	+9%	+$1.79M	1.14%	25
2022 Q4	$19.9M	Sell	455,936 -42,886	-9%	-$1.87M	1.18%	25
2022 Q3	$18M	Buy	+498,822	New	+$18.9M	1.21%	25
2021 Q3	–	Sell	-227,292	Closed	-$6.12M	–	673
2021 Q2	$6.12M	Buy	+227,292	New	+$5.91M	0.41%	44
2018 Q4	–	Sell	-16,704	Closed	-$633K	–	379
2018 Q3	$633K	Buy	+16,704	New	+$626K	0.25%	33

Other funds holding XLE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Symmetry Partners's XLE Position: Q2 2026 in Review

Symmetry Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 522% in Q2 2026, buying an estimated $2.59M and bringing the position to 53,921 shares worth $2.86M. The position accounts for 0.15% of the portfolio, ranked #55.

Symmetry Partners first reported a position in XLE in Q3 2018 and has held it in 9 quarters since. The position peaked at $20.6M in Q1 2023. 1,061 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Symmetry Partners held 53,921 shares of State Street Energy Select Sector SPDR ETF worth $2.86M as of Q2 2026.
Symmetry Partners bought 45,256 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.59M.
State Street Energy Select Sector SPDR ETF made up 0.15% of Symmetry Partners's portfolio in Q2 2026, its #55 holding.
Symmetry Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2018 and has held it in 9 quarters since.
Symmetry Partners's State Street Energy Select Sector SPDR ETF position peaked at $20.6M in Q1 2023.
1,061 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.