Bank & Trust Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bank & Trust Company’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	$7.12K	Hold	134	–	–	﹤0.01%	259
2026 Q1	$8.21K	Hold	134	–	–	0.01%	250
2025 Q4	$5.99K	Hold	134	–	–	﹤0.01%	256
2025 Q3	$5.99K	Hold	134	–	–	﹤0.01%	242
2025 Q2	$5.68K	Hold	134	–	–	﹤0.01%	248
2025 Q1	$6.26K	Hold	134	–	–	0.01%	241
2024 Q4	$5.74K	Hold	134	–	–	﹤0.01%	245
2024 Q3	$5.88K	Hold	134	–	–	﹤0.01%	244
2024 Q2	$6.11K	Buy	+134	New	+$6.24K	0.01%	243

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

Bank & Trust Company's XLE Position: Q2 2026 in Review

Bank & Trust Company held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 134 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Bank & Trust Company first reported a position in XLE in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.21K in Q1 2026. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Bank & Trust Company held 134 shares of State Street Energy Select Sector SPDR ETF worth $7.12K as of Q2 2026.
Bank & Trust Company left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Bank & Trust Company's portfolio in Q2 2026, its #259 holding.
Bank & Trust Company first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Bank & Trust Company's State Street Energy Select Sector SPDR ETF position peaked at $8.21K in Q1 2026.
2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Bank & Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.