Bank of Jackson Hole Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bank of Jackson Hole 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 Q1	$321K	Hold	5,239	–	–	0.16%	116
2025 Q4	$234K	Buy	5,239 +325	+7%	+$14.5K	0.11%	131
2025 Q3	$220K	Sell	4,914 -4,860	-50%	-$213K	0.11%	130
2025 Q2	$414K	Buy	9,774 +572	+6%	+$23.8K	0.24%	89
2025 Q1	$419K	Hold	9,202	–	–	0.27%	82
2024 Q4	$394K	Buy	+9,202	New	+$418K	0.26%	83

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

Bank of Jackson Hole Trust's XLE Position: Q1 2026 in Review

Bank of Jackson Hole Trust held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 5,239 shares worth $321K. The position accounts for 0.16% of the portfolio, ranked #116.

Bank of Jackson Hole Trust first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. The position peaked at $419K in Q1 2025. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Bank of Jackson Hole Trust held 5,239 shares of State Street Energy Select Sector SPDR ETF worth $321K as of Q1 2026.
Bank of Jackson Hole Trust left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.16% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #116 holding.
Bank of Jackson Hole Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Bank of Jackson Hole Trust's State Street Energy Select Sector SPDR ETF position peaked at $419K in Q1 2025.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.