CTI
XLE icon

Community Trust & Investment’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Community Trust & Investment’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 		$1.01M Hold
19,042
– – 0.05% 101
2026
Q1 		$1.17M Hold
19,042
– – 0.06% 97
2025
Q4 		$851K Sell
19,042
-320
-2% -$14.3K 0.05% 102
2025
Q3 		$865K Buy
19,362
+320
+2% +$14K 0.05% 101
2025
Q2 		$807K Hold
19,042
– – 0.05% 96
2025
Q1 		$890K Hold
19,042
– – 0.06% 93
2024
Q4 		$816K Hold
19,042
– – 0.05% 94
2024
Q3 		$836K Hold
19,042
– – 0.05% 95
2024
Q2 		$868K Hold
19,042
– – 0.06% 92
2024
Q1 		$899K Hold
19,042
– – 0.06% 91
2023
Q4 		$798K Hold
19,042
– – 0.06% 91
2023
Q3 		$861K Buy
19,042
+1,092
+6% +$47.8K 0.07% 91
2023
Q2 		$729K Sell
17,950
-648
-3% -$26.4K 0.06% 94
2023
Q1 		$770K Buy
18,598
+648
+4% +$27.7K 0.07% 96
2022
Q4 		$785K Hold
17,950
– – 0.07% 97
2022
Q3 		$646K Hold
17,950
– – 0.06% 93
2022
Q2 		$642K Hold
17,950
– – 0.06% 91
2022
Q1 		$686K Hold
17,950
– – 0.06% 88
2021
Q4 		$498K Hold
17,950
– – 0.04% 95
2021
Q3 		$468K Hold
17,950
– – 0.04% 95
2021
Q2 		$483K Hold
17,950
– – 0.04% 90
2021
Q1 		$440K Hold
17,950
– – 0.04% 73
2020
Q4 		$340K Buy
+17,950
New +$309K 0.03% 65

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Community Trust & Investment's XLE Position: Q2 2026 in Review

Community Trust & Investment held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 19,042 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #101.

Community Trust & Investment first reported a position in XLE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.17M in Q1 2026. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Community Trust & Investment held 19,042 shares of State Street Energy Select Sector SPDR ETF worth $1.01M as of Q2 2026.
  • Community Trust & Investment left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.05% of Community Trust & Investment's portfolio in Q2 2026, its #101 holding.
  • Community Trust & Investment first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • Community Trust & Investment's State Street Energy Select Sector SPDR ETF position peaked at $1.17M in Q1 2026.
  • 1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Community Trust & Investment's 13F filing for Q2 2026, filed 8 Jul 2026.