American National Bank & Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

American National Bank & Trust’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	$320K	Buy	6,024 +2,522	+72%	+$144K	0.03%	193
2026 Q1	$215K	Hold	3,502	–	–	0.02%	231
2025 Q4	$157K	Hold	3,502	–	–	0.01%	264
2025 Q3	$156K	Sell	3,502 -8,800	-72%	-$385K	0.02%	254
2025 Q2	$522K	Sell	12,302 -1,984	-14%	-$82.6K	0.05%	161
2025 Q1	$668K	Sell	14,286 -500	-3%	-$22.5K	0.07%	127
2024 Q4	$633K	Sell	14,786 -2,688	-15%	-$122K	0.07%	121
2024 Q3	$767K	Sell	17,474 -400	-2%	-$17.9K	0.09%	111
2024 Q2	$815K	Buy	17,874 +2,694	+18%	+$125K	0.1%	108
2024 Q1	$717K	Buy	15,180 +8,792	+138%	+$378K	0.09%	117
2023 Q4	$268K	Buy	6,388 +6,070	+1,909%	+$260K	0.04%	157
2023 Q3	$14.4K	Sell	318 -82	-21%	-$3.59K	﹤0.01%	384
2023 Q2	$16.2K	Sell	400 -520	-57%	-$21.2K	﹤0.01%	379
2023 Q1	$38.1K	Buy	920 +520	+130%	+$22.2K	0.01%	293
2022 Q4	$17K	Hold	400	–	–	﹤0.01%	347
2022 Q3	$14K	Hold	400	–	–	﹤0.01%	344
2022 Q2	$14K	Hold	400	–	–	﹤0.01%	277
2022 Q1	$15K	Hold	400	–	–	﹤0.01%	286
2021 Q4	$11K	Hold	400	–	–	﹤0.01%	276
2021 Q3	$10K	Hold	400	–	–	﹤0.01%	247
2021 Q2	$11K	Buy	+400	New	+$10.4K	﹤0.01%	230
2019 Q4	–	Sell	-450	Closed	-$13K	–	213
2019 Q3	$13K	Buy	+450	New	+$13.6K	﹤0.01%	155
2017 Q2	–	Sell	-546	Closed	-$19K	–	298
2017 Q1	$19K	Hold	546	–	–	0.01%	205
2016 Q4	$21K	Buy	+546	New	+$19.7K	0.01%	195
2015 Q4	–	Sell	-188	Closed	-$6K	–	259
2015 Q3	$6K	Hold	188	–	–	﹤0.01%	219
2015 Q2	$7K	Hold	188	–	–	﹤0.01%	237
2015 Q1	$7K	Hold	188	–	–	﹤0.01%	228
2014 Q4	$7K	Hold	188	–	–	﹤0.01%	225
2014 Q3	$9K	Buy	+188	New	+$9.11K	﹤0.01%	225

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

American National Bank & Trust's XLE Position: Q2 2026 in Review

American National Bank & Trust increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 72% in Q2 2026, buying an estimated $144K and bringing the position to 6,024 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #193.

American National Bank & Trust first reported a position in XLE in Q3 2014 and has held it in 29 quarters since. The position peaked at $815K in Q2 2024. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

American National Bank & Trust held 6,024 shares of State Street Energy Select Sector SPDR ETF worth $320K as of Q2 2026.
American National Bank & Trust bought 2,522 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $144K.
State Street Energy Select Sector SPDR ETF made up 0.03% of American National Bank & Trust's portfolio in Q2 2026, its #193 holding.
American National Bank & Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2014 and has held it in 29 quarters since.
American National Bank & Trust's State Street Energy Select Sector SPDR ETF position peaked at $815K in Q2 2024.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on American National Bank & Trust's 13F filing for Q2 2026, filed 22 Jul 2026.