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

Bank of New Hampshire’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 Q3	$2.44M	Sell	39,657 -8,626	-18%	-$523K	0.53%	55
2026 Q2	$2.56M	Sell	48,283 -1,156	-2%	-$66.1K	0.54%	58
2026 Q1	$3.03M	Sell	49,439 -983	-2%	-$52.7K	0.69%	39
2025 Q4	$2.25M	Sell	50,422 -468	-0.9%	-$20.8K	0.51%	57
2025 Q3	$2.27M	Buy	50,890 +544	+1%	+$23.8K	0.52%	58
2025 Q2	$2.13M	Buy	50,346 +10,052	+25%	+$419K	0.53%	60
2025 Q1	$1.88M	Sell	40,294 -410	-1%	-$18.5K	0.49%	59
2024 Q4	$1.74M	Sell	40,704 -872	-2%	-$39.6K	0.45%	64
2024 Q3	$1.83M	Buy	41,576 +98	+0.2%	+$4.38K	0.46%	66
2024 Q2	$1.89M	Sell	41,478 -204	-0.5%	-$9.5K	0.49%	60
2024 Q1	$1.97M	Sell	41,682 -1,028	-2%	-$44.2K	0.52%	54
2023 Q4	$1.79M	Sell	42,710 -1,972	-4%	-$84.3K	0.51%	56
2023 Q3	$2.02M	Sell	44,682 -942	-2%	-$41.2K	0.61%	47
2023 Q2	$1.85M	Buy	45,624 +76	+0.2%	+$3.1K	0.53%	55
2023 Q1	$1.89M	Sell	45,548 -1,502	-3%	-$64.2K	0.57%	53
2022 Q4	$2.06M	Sell	47,050 -2,198	-4%	-$95.7K	0.62%	49
2022 Q3	$1.77M	Sell	49,248 -962	-2%	-$36.4K	0.55%	50
2022 Q2	$1.79M	Sell	50,210 -3,456	-6%	-$139K	0.52%	54
2022 Q1	$2.05M	Buy	53,666 +2,462	+5%	+$85.3K	0.5%	54
2021 Q4	$1.42M	Buy	51,204 +4,638	+10%	+$131K	0.35%	81
2021 Q3	$1.25M	Hold	46,566	–	–	0.34%	86
2021 Q2	$1.25M	Buy	+46,566	New	+$1.21M	0.34%	86

Other funds holding XLE

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Bank of New Hampshire's XLE Position: Q3 2026 in Review

Bank of New Hampshire reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q3 2026, selling an estimated $523K and leaving 39,657 shares worth $2.44M. The position accounts for 0.53% of the portfolio, ranked #55.

Bank of New Hampshire first reported a position in XLE in Q2 2021 and has held it in 22 quarters since. The position peaked at $3.03M in Q1 2026. 33 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Bank of New Hampshire held 39,657 shares of State Street Energy Select Sector SPDR ETF worth $2.44M as of Q3 2026.
Bank of New Hampshire sold 8,626 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $523K.
State Street Energy Select Sector SPDR ETF made up 0.53% of Bank of New Hampshire's portfolio in Q3 2026, its #55 holding.
Bank of New Hampshire first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 22 quarters since.
Bank of New Hampshire's State Street Energy Select Sector SPDR ETF position peaked at $3.03M in Q1 2026.
33 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Bank of New Hampshire's 13F filing for Q3 2026, filed 6 Oct 2026.