American State Bank (Iowa)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

American State Bank (Iowa)’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
2024 Q1	–	Sell	-3,842	Closed	-$161K	–	328
2023 Q4	$161K	Hold	3,842	–	–	0.1%	139
2023 Q3	$174K	Hold	3,842	–	–	0.12%	129
2023 Q2	$156K	Hold	3,842	–	–	0.11%	138
2023 Q1	$159K	Hold	3,842	–	–	0.12%	139
2022 Q4	$168K	Hold	3,842	–	–	0.13%	123
2022 Q3	$138K	Sell	3,842 -280	-7%	-$10.6K	0.12%	133
2022 Q2	$147K	Buy	4,122 +450	+12%	+$18.1K	0.12%	132
2022 Q1	$140K	Sell	3,672 -600	-14%	-$20.8K	0.1%	145
2021 Q4	$119K	Hold	4,272	–	–	0.08%	155
2021 Q3	$111K	Buy	4,272 +1,146	+37%	+$28.4K	0.09%	150
2021 Q2	$84.2K	Hold	3,126	–	–	0.07%	164
2021 Q1	$76.7K	Buy	3,126 +120	+4%	+$2.77K	0.07%	162
2020 Q4	$57K	Buy	+3,006	New	+$51.8K	0.05%	172

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

American State Bank (Iowa)'s XLE Position: Q1 2024 in Review

American State Bank (Iowa) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 3,842 shares — an estimated $161K sold.

American State Bank (Iowa) first reported a position in XLE in Q4 2020 and held it in 13 quarters. The position peaked at $174K in Q3 2023. 1,815 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

American State Bank (Iowa) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 3,842 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $161K.
American State Bank (Iowa) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and held it in 13 quarters.
American State Bank (Iowa)'s State Street Energy Select Sector SPDR ETF position peaked at $174K in Q3 2023.
1,815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.