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

Country Club 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
Q3 		$1.34M Sell
29,610
-170
-0.6% -$7.44K 0.08% 191
2025
Q2 		$1.27M Sell
29,780
-490
-2% -$20.4K 0.08% 192
2025
Q1 		$1.4M Sell
30,270
-2,430
-7% -$110K 0.09% 176
2024
Q4 		$1.38M Buy
32,700
+1,630
+5% +$74.1K 0.09% 173
2024
Q3 		$1.35M Buy
31,070
+320
+1% +$14.3K 0.09% 173
2024
Q2 		$1.4M Buy
30,750
+150
+0.5% +$6.99K 0.1% 167
2024
Q1 		$1.44M Sell
30,600
-398
-1% -$17.1K 0.1% 161
2023
Q4 		$1.3M Buy
30,998
+368
+1% +$15.7K 0.1% 165
2023
Q3 		$1.41M Sell
30,630
-140
-0.5% -$6.13K 0.12% 150
2023
Q2 		$1.24M Sell
30,770
-100
-0.3% -$4.07K 0.1% 163
2023
Q1 		$1.27M Sell
30,870
-40
-0.1% -$1.71K 0.1% 157
2022
Q4 		$1.35M Buy
30,910
+70
+0.2% +$3.05K 0.12% 145
2022
Q3 		$1.12M Buy
30,840
+1,170
+4% +$44.2K 0.11% 157
2022
Q2 		$1.08M Sell
29,670
-340
-1% -$13.6K 0.1% 156
2022
Q1 		$1.16M Buy
+30,010
New +$1.04M 0.1% 148

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Country Club Bank's XLE Position: Q3 2025 in Review

Country Club Bank reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.57% in Q3 2025, selling an estimated $7.44K and leaving 29,610 shares worth $1.34M. The position accounts for 0.08% of the portfolio, ranked #191.

Country Club Bank first reported a position in XLE in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q1 2024. 1,737 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

  • Country Club Bank held 29,610 shares of State Street Energy Select Sector SPDR ETF worth $1.34M as of Q3 2025.
  • Country Club Bank sold 170 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $7.44K.
  • State Street Energy Select Sector SPDR ETF made up 0.08% of Country Club Bank's portfolio in Q3 2025, its #191 holding.
  • Country Club Bank first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
  • Country Club Bank's State Street Energy Select Sector SPDR ETF position peaked at $1.44M in Q1 2024.
  • 1,737 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.