Syon Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Syon Capital’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	$2.3M	Buy	+37,586	New	+$2.02M	0.12%	128
2025 Q3	–	Sell	-5,488	Closed	-$233K	–	850
2025 Q2	$233K	Sell	5,488 -888	-14%	-$37K	0.02%	643
2025 Q1	$298K	Sell	6,376 -4,810	-43%	-$217K	0.02%	431
2024 Q4	$479K	Buy	+11,186	New	+$508K	0.04%	295

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

Syon Capital's XLE Position: Q1 2026 in Review

Syon Capital opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 37,586 shares worth $2.3M. The stake represents 0.12% of the portfolio and ranks #128 among its holdings. This is a return to the name: Syon Capital previously reported a position in XLE as recently as Q2 2025.

Syon Capital first reported a position in XLE in Q4 2024 and has held it in 4 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Syon Capital held 37,586 shares of State Street Energy Select Sector SPDR ETF worth $2.3M as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Syon Capital position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.12% of Syon Capital's portfolio in Q1 2026, its #128 holding.
Syon Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.