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

Cadence Bank’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
2025 Q4	$650K	Hold	14,546	–	–	0.04%	211
2025 Q3	$650K	Sell	14,546 -1,562	-10%	-$68.4K	0.04%	209
2025 Q2	$683K	Hold	16,108	–	–	0.05%	202
2025 Q1	$753K	Hold	16,108	–	–	0.05%	185
2024 Q4	$690K	Sell	16,108 -490	-3%	-$22.3K	0.05%	193
2024 Q3	$729K	Sell	16,598 -76	-0.5%	-$3.4K	0.05%	188
2024 Q2	$760K	Sell	16,674 -106	-0.6%	-$4.94K	0.06%	157
2024 Q1	$792K	Hold	16,780	–	–	0.06%	179
2023 Q4	$703K	Sell	16,780 -24	-0.1%	-$1.03K	0.06%	188
2023 Q3	$759K	Buy	16,804 +160	+1%	+$7K	0.07%	176
2023 Q2	$675K	Buy	16,644 +1,080	+7%	+$44K	0.06%	190
2023 Q1	$645K	Buy	+15,564	New	+$665K	0.06%	196

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Cadence Bank's XLE Position: Q4 2025 in Review

Cadence Bank held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q4 2025 at 14,546 shares worth $650K. The position accounts for 0.04% of the portfolio, ranked #211.

Cadence Bank first reported a position in XLE in Q1 2023 and has held it in 12 quarters since. The position peaked at $792K in Q1 2024. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Cadence Bank held 14,546 shares of State Street Energy Select Sector SPDR ETF worth $650K as of Q4 2025.
Cadence Bank left its State Street Energy Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Energy Select Sector SPDR ETF made up 0.04% of Cadence Bank's portfolio in Q4 2025, its #211 holding.
Cadence Bank first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
Cadence Bank's State Street Energy Select Sector SPDR ETF position peaked at $792K in Q1 2024.
1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.