1ST Source Bank’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

1ST Source Bank’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	$1.53M	Buy	24,910 +15,768	+172%	+$846K	0.08%	111
2025 Q4	$409K	Sell	9,142 -2,236	-20%	-$99.6K	0.02%	211
2025 Q3	$508K	Hold	11,378	–	–	0.03%	189
2025 Q2	$482K	Sell	11,378 -2,200	-16%	-$91.6K	0.03%	193
2025 Q1	$634K	Hold	13,578	–	–	0.04%	168
2024 Q4	$582K	Sell	13,578 -2,580	-16%	-$117K	0.03%	173
2024 Q3	$709K	Sell	16,158 -500	-3%	-$22.4K	0.04%	160
2024 Q2	$759K	Hold	16,658	–	–	0.04%	155
2024 Q1	$786K	Hold	16,658	–	–	0.05%	152
2023 Q4	$698K	Buy	16,658 +130	+0.8%	+$5.56K	0.04%	154
2023 Q3	$747K	Hold	16,528	–	–	0.05%	141
2023 Q2	$671K	Sell	16,528 -878	-5%	-$35.8K	0.04%	154
2023 Q1	$721K	Buy	17,406 +1,376	+9%	+$58.8K	0.05%	156
2022 Q4	$701K	Buy	16,030 +94	+0.6%	+$4.09K	0.05%	153
2022 Q3	$574K	Hold	15,936	–	–	0.04%	166
2022 Q2	$570K	Buy	15,936 +10,468	+191%	+$420K	0.04%	164
2022 Q1	$209K	Buy	+5,468	New	+$189K	0.01%	259
2021 Q3	–	Sell	-7,720	Closed	-$208K	–	274
2021 Q2	$208K	Buy	+7,720	New	+$201K	0.01%	264
2020 Q1	–	Sell	-12,334	Closed	-$370K	–	232
2019 Q4	$370K	Sell	12,334 -4,660	-27%	-$138K	0.03%	182
2019 Q3	$503K	Sell	16,994 -328	-2%	-$9.92K	0.04%	155
2019 Q2	$552K	Sell	17,322 -1,646	-9%	-$52.7K	0.05%	150
2019 Q1	$627K	Sell	18,968 -354	-2%	-$11.4K	0.05%	138
2018 Q4	$554K	Sell	19,322 -1,780	-8%	-$59.6K	0.05%	138
2018 Q3	$799K	Buy	21,102 +15,174	+256%	+$569K	0.06%	125
2018 Q2	$225K	Buy	+5,928	New	+$220K	0.02%	210
2018 Q1	–	Sell	-6,528	Closed	-$236K	–	242
2017 Q4	$236K	Sell	6,528 -446	-6%	-$15.4K	0.02%	211
2017 Q3	$239K	Sell	6,974 -830	-11%	-$27K	0.02%	206
2017 Q2	$253K	Sell	7,804 -3,570	-31%	-$120K	0.02%	200
2017 Q1	$398K	Sell	11,374 -2,360	-17%	-$85.3K	0.04%	171
2016 Q4	$517K	Buy	13,734 +1,090	+9%	+$39.4K	0.05%	150
2016 Q3	$446K	Buy	12,644 +50	+0.4%	+$1.71K	0.05%	164
2016 Q2	$430K	Hold	12,594	–	–	0.05%	163
2016 Q1	$390K	Buy	12,594 +700	+6%	+$20.3K	0.04%	160
2015 Q4	$358K	Sell	11,894 -3,360	-22%	-$111K	0.04%	169
2015 Q3	$466K	Buy	15,254 +1,494	+11%	+$50.4K	0.05%	180
2015 Q2	$517K	Buy	13,760 +532	+4%	+$21.1K	0.06%	159
2015 Q1	$514K	Buy	13,228 +462	+4%	+$17.9K	0.06%	149
2014 Q4	$505K	Buy	12,766 +6,946	+119%	+$289K	0.06%	147
2014 Q3	$263K	Buy	+5,820	New	+$282K	0.03%	181

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

1ST Source Bank's XLE Position: Q1 2026 in Review

1ST Source Bank increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 172% in Q1 2026, buying an estimated $846K and bringing the position to 24,910 shares worth $1.53M. The position accounts for 0.08% of the portfolio, ranked #111.

1ST Source Bank first reported a position in XLE in Q3 2014 and has held it in 39 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

1ST Source Bank held 24,910 shares of State Street Energy Select Sector SPDR ETF worth $1.53M as of Q1 2026.
1ST Source Bank bought 15,768 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $846K.
State Street Energy Select Sector SPDR ETF made up 0.08% of 1ST Source Bank's portfolio in Q1 2026, its #111 holding.
1ST Source Bank first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2014 and has held it in 39 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on 1ST Source Bank's 13F filing for Q1 2026, filed 4 May 2026.