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

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return