Bank of Marin’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bank of Marin’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	$714K	Sell	11,654 -96	-0.8%	-$5.15K	0.52%	61
2025 Q4	$525K	Sell	11,750 -124	-1%	-$5.52K	0.36%	81
2025 Q3	$530K	Sell	11,874 -140	-1%	-$6.13K	0.37%	80
2025 Q2	$509K	Buy	+12,014	New	+$500K	0.38%	77
2025 Q1	–	Sell	-12,548	Closed	-$537K	–	126
2024 Q4	$537K	Hold	12,548	–	–	0.43%	70
2024 Q3	$551K	Sell	12,548 -468	-4%	-$20.9K	0.44%	68
2024 Q2	$593K	Sell	13,016 -24	-0.2%	-$1.12K	0.51%	62
2024 Q1	$616K	Sell	13,040 -740	-5%	-$31.8K	0.54%	62
2023 Q4	$578K	Sell	13,780 -316	-2%	-$13.5K	0.52%	67
2023 Q3	$637K	Buy	14,096 +1,366	+11%	+$59.8K	0.62%	55
2023 Q2	$517K	Sell	12,730 -664	-5%	-$27K	0.48%	72
2023 Q1	$555K	Sell	13,394 -756	-5%	-$32.3K	0.53%	66
2022 Q4	$619K	Hold	14,150	–	–	0.58%	64
2022 Q3	$510K	Sell	14,150 -7,242	-34%	-$274K	0.5%	71
2022 Q2	$765K	Buy	21,392 +3,418	+19%	+$137K	0.67%	56
2022 Q1	$687K	Buy	17,974 +2,208	+14%	+$76.5K	0.5%	68
2021 Q4	$438K	Sell	15,766 -300	-2%	-$8.48K	0.29%	97
2021 Q3	$418K	Buy	16,066 +2,236	+16%	+$55.4K	0.31%	93
2021 Q2	$373K	Buy	13,830 +320	+2%	+$8.32K	0.27%	102
2021 Q1	$331K	Sell	13,510 -120	-0.9%	-$2.77K	0.26%	106
2020 Q4	$258K	Buy	13,630 +204	+2%	+$3.52K	0.22%	112
2020 Q3	$201K	Buy	13,426 +652	+5%	+$11.6K	0.21%	113
2020 Q2	$242K	Buy	+12,774	New	+$238K	0.28%	102
2020 Q1	–	Sell	-7,084	Closed	-$213K	–	125
2019 Q4	$213K	Buy	+7,084	New	+$210K	0.22%	117

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 Marin's XLE Position: Q1 2026 in Review

Bank of Marin reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.82% in Q1 2026, selling an estimated $5.15K and leaving 11,654 shares worth $714K. The position accounts for 0.52% of the portfolio, ranked #61.

Bank of Marin first reported a position in XLE in Q4 2019 and has held it in 24 quarters since. The position peaked at $765K in Q2 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Bank of Marin held 11,654 shares of State Street Energy Select Sector SPDR ETF worth $714K as of Q1 2026.
Bank of Marin sold 96 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $5.15K.
State Street Energy Select Sector SPDR ETF made up 0.52% of Bank of Marin's portfolio in Q1 2026, its #61 holding.
Bank of Marin first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 24 quarters since.
Bank of Marin's State Street Energy Select Sector SPDR ETF position peaked at $765K in Q2 2022.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.