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

Symphony Financial’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	$812K	Buy	15,179 +29	+0.2%	+$1.66K	0.09%	149
2026 Q1	$944K	Buy	15,150 +1,220	+9%	+$65.4K	0.13%	116
2025 Q4	$626K	Buy	13,930 +482	+4%	+$21.5K	0.08%	145
2025 Q3	$599K	Sell	13,448 -2,848	-17%	-$125K	0.07%	143
2025 Q2	$701K	Buy	+16,296	New	+$679K	0.09%	127
2025 Q1	–	Sell	-17,128	Closed	-$801K	–	228
2024 Q4	$801K	Sell	17,128 -2,244	-12%	-$102K	0.13%	114
2024 Q3	$845K	Sell	19,372 -4,194	-18%	-$187K	0.14%	110
2024 Q2	$1.07M	Sell	23,566 -226	-0.9%	-$10.5K	0.2%	87
2024 Q1	$1.12M	Sell	23,792 -1,334	-5%	-$57.3K	0.26%	75
2023 Q4	$1.01M	Buy	25,126 +1,148	+5%	+$49.1K	0.22%	83
2023 Q3	$1.06M	Sell	23,978 -1,448	-6%	-$63.4K	0.26%	68
2023 Q2	$1.03M	Buy	25,426 +98	+0.4%	+$3.99K	0.25%	78
2023 Q1	$1.04M	Buy	25,328 +3,230	+15%	+$138K	0.27%	77
2022 Q4	$933K	Buy	22,098 +8,310	+60%	+$362K	0.25%	77
2022 Q3	$500K	Buy	13,788 +480	+4%	+$18.2K	0.16%	134
2022 Q2	$486K	Buy	13,308 +3,474	+35%	+$139K	0.14%	135
2022 Q1	$381K	Buy	9,834 +616	+7%	+$21.3K	0.09%	149
2021 Q4	$265K	Buy	+9,218	New	+$260K	0.07%	162
2021 Q3	–	Sell	-9,466	Closed	-$254K	–	189
2021 Q2	$254K	Buy	9,466 +1,068	+13%	+$27.8K	0.09%	152
2021 Q1	$206K	Buy	+8,398	New	+$194K	0.05%	187

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Symphony Financial's XLE Position: Q2 2026 in Review

Symphony Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.19% in Q2 2026, buying an estimated $1.66K and bringing the position to 15,179 shares worth $812K. The position accounts for 0.09% of the portfolio, ranked #149.

Symphony Financial first reported a position in XLE in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.12M in Q1 2024. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Symphony Financial held 15,179 shares of State Street Energy Select Sector SPDR ETF worth $812K as of Q2 2026.
Symphony Financial bought 29 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.66K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Symphony Financial's portfolio in Q2 2026, its #149 holding.
Symphony Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 20 quarters since.
Symphony Financial's State Street Energy Select Sector SPDR ETF position peaked at $1.12M in Q1 2024.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.