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

Cornerstone National Bank & Trust’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	$526K	Buy	9,954 +1,547	+18%	+$88.5K	0.18%	65
2026 Q1	$496K	Buy	8,407 +975	+13%	+$52.3K	0.18%	66
2025 Q4	$332K	Buy	+7,432	New	+$331K	0.13%	60
2025 Q2	–	Sell	-602	Closed	-$28.1K	–	174
2025 Q1	$28.1K	Sell	602 -486	-45%	-$21.9K	0.01%	112
2024 Q4	$46.6K	Buy	1,088 +1,010	+1,295%	+$45.9K	0.02%	92
2024 Q3	$3.42K	Buy	+78	New	+$3.49K	﹤0.01%	156
2020 Q1	–	Sell	-35,814	Closed	-$1.08M	–	60
2019 Q4	$1.08M	Buy	+35,814	New	+$1.06M	0.96%	20

Other funds holding XLE

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Cornerstone National Bank & Trust's XLE Position: Q2 2026 in Review

Cornerstone National Bank & Trust increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q2 2026, buying an estimated $88.5K and bringing the position to 9,954 shares worth $526K. The position accounts for 0.18% of the portfolio, ranked #65.

Cornerstone National Bank & Trust first reported a position in XLE in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2019. 995 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Cornerstone National Bank & Trust held 9,954 shares of State Street Energy Select Sector SPDR ETF worth $526K as of Q2 2026.
Cornerstone National Bank & Trust bought 1,547 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $88.5K.
State Street Energy Select Sector SPDR ETF made up 0.18% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #65 holding.
Cornerstone National Bank & Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 7 quarters since.
Cornerstone National Bank & Trust's State Street Energy Select Sector SPDR ETF position peaked at $1.08M in Q4 2019.
995 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.