Arlington Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Arlington 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	$7.22K	Buy	+136	New	+$7.78K	﹤0.01%	514
2025 Q4	–	Sell	-4,782	Closed	-$214K	–	636
2025 Q3	$214K	Hold	4,782	–	–	0.04%	170
2025 Q2	$203K	Hold	4,782	–	–	0.04%	173
2025 Q1	$223K	Hold	4,782	–	–	0.05%	164
2024 Q4	$205K	Hold	4,782	–	–	0.04%	171
2024 Q3	$210K	Hold	4,782	–	–	0.05%	161
2024 Q2	$218K	Buy	4,782 +2,682	+128%	+$125K	0.05%	145
2024 Q1	$99.1K	Sell	2,100 -876	-29%	-$37.6K	0.03%	223
2023 Q4	$125K	Buy	+2,976	New	+$127K	0.04%	192

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

Arlington Trust's XLE Position: Q2 2026 in Review

Arlington Trust opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 136 shares worth $7.22K. The stake represents ﹤0.01% of the portfolio and ranks #514 among its holdings. This is a return to the name: Arlington Trust previously reported a position in XLE as recently as Q3 2025.

Arlington Trust first reported a position in XLE in Q4 2023 and has held it in 9 quarters since. The position peaked at $223K in Q1 2025. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Arlington Trust held 136 shares of State Street Energy Select Sector SPDR ETF worth $7.22K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Arlington Trust position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #514 holding.
Arlington Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
Arlington Trust's State Street Energy Select Sector SPDR ETF position peaked at $223K in Q1 2025.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.