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

City State 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
2026 Q2	$9.56K	Hold	180	–	–	﹤0.01%	552
2026 Q1	$11K	Hold	180	–	–	﹤0.01%	532
2025 Q4	$8.05K	Hold	180	–	–	﹤0.01%	555
2025 Q3	$8.04K	Buy	180 +60	+50%	+$2.63K	﹤0.01%	541
2025 Q2	$5.09K	Hold	120	–	–	﹤0.01%	580
2025 Q1	$5.61K	Hold	120	–	–	﹤0.01%	566
2024 Q4	$5.14K	Hold	120	–	–	﹤0.01%	574
2024 Q3	$5.27K	Buy	120 +60	+100%	+$2.68K	﹤0.01%	568
2024 Q2	$2.73K	Sell	60 -60	-50%	-$2.79K	﹤0.01%	616
2024 Q1	$6K	Hold	120	–	–	﹤0.01%	563
2023 Q4	$5K	Hold	120	–	–	﹤0.01%	556
2023 Q3	$5K	Hold	120	–	–	﹤0.01%	562
2023 Q2	$5K	Hold	120	–	–	﹤0.01%	573
2023 Q1	$5K	Hold	120	–	–	﹤0.01%	568
2022 Q4	$5K	Hold	120	–	–	﹤0.01%	542
2022 Q3	$4K	Hold	120	–	–	﹤0.01%	562
2022 Q2	$4K	Hold	120	–	–	﹤0.01%	562
2022 Q1	$5K	Hold	120	–	–	﹤0.01%	567
2021 Q4	$3K	Buy	+120	New	+$3.39K	﹤0.01%	602

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 22.9% 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

City State Bank's XLE Position: Q2 2026 in Review

City State Bank held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 180 shares worth $9.56K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

City State Bank first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $11K in Q1 2026. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

City State Bank held 180 shares of State Street Energy Select Sector SPDR ETF worth $9.56K as of Q2 2026.
City State Bank 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 City State Bank's portfolio in Q2 2026, its #552 holding.
City State Bank first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
City State Bank's State Street Energy Select Sector SPDR ETF position peaked at $11K in Q1 2026.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.