Citizens National Bank Trust Department’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Citizens National Bank Trust Department’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	$19.1K	Hold	360	–	–	﹤0.01%	313
2026 Q1	$22.1K	Hold	360	–	–	﹤0.01%	300
2025 Q4	$16.1K	Hold	360	–	–	﹤0.01%	318
2025 Q3	$16.1K	Hold	360	–	–	﹤0.01%	322
2025 Q2	$15.3K	Hold	360	–	–	﹤0.01%	314
2025 Q1	$16.8K	Buy	360 +100	+38%	+$4.51K	﹤0.01%	314
2024 Q4	$11.1K	Hold	260	–	–	﹤0.01%	300
2024 Q3	$11.4K	Hold	260	–	–	﹤0.01%	293
2024 Q2	$11.8K	Hold	260	–	–	﹤0.01%	289
2024 Q1	$12.3K	Hold	260	–	–	﹤0.01%	281
2023 Q4	$10.9K	Hold	260	–	–	﹤0.01%	273
2023 Q3	$11.8K	Hold	260	–	–	﹤0.01%	271
2023 Q2	$10.6K	Hold	260	–	–	﹤0.01%	283
2023 Q1	$10.8K	Buy	260 +200	+333%	+$8.55K	﹤0.01%	271
2022 Q4	$3K	Hold	60	–	–	﹤0.01%	299
2022 Q3	$2K	Buy	+60	New	+$2.27K	﹤0.01%	315
2022 Q1	–	Sell	-40	Closed	-$1K	–	319
2021 Q4	$1K	Buy	+40	New	+$1.13K	﹤0.01%	307

Other funds holding XLE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Citizens National Bank Trust Department's XLE Position: Q2 2026 in Review

Citizens National Bank Trust Department held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 360 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Citizens National Bank Trust Department first reported a position in XLE in Q4 2021 and has held it in 17 quarters since. The position peaked at $22.1K in Q1 2026. 1,191 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Citizens National Bank Trust Department held 360 shares of State Street Energy Select Sector SPDR ETF worth $19.1K as of Q2 2026.
Citizens National Bank Trust Department 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 Citizens National Bank Trust Department's portfolio in Q2 2026, its #313 holding.
Citizens National Bank Trust Department first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
Citizens National Bank Trust Department's State Street Energy Select Sector SPDR ETF position peaked at $22.1K in Q1 2026.
1,191 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.