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

Crews 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	$1.46M	Sell	27,401 -230	-0.8%	-$13.2K	0.19%	72
2026 Q1	$1.69M	Sell	27,631 -1,081	-4%	-$58K	0.25%	67
2025 Q4	$1.28M	Sell	28,712 -590	-2%	-$26.3K	0.18%	78
2025 Q3	$1.31M	Buy	29,302 +150	+0.5%	+$6.57K	0.19%	81
2025 Q2	$1.24M	Sell	29,152 -306	-1%	-$12.7K	0.19%	78
2025 Q1	$1.38M	Sell	29,458 -438	-1%	-$19.7K	0.23%	74
2024 Q4	$1.28M	Buy	+29,896	New	+$1.36M	0.22%	76

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 22.96% 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

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

Crews Bank & Trust reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.83% in Q2 2026, selling an estimated $13.2K and leaving 27,401 shares worth $1.46M. The position accounts for 0.19% of the portfolio, ranked #72.

Crews Bank & Trust first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Crews Bank & Trust held 27,401 shares of State Street Energy Select Sector SPDR ETF worth $1.46M as of Q2 2026.
Crews Bank & Trust sold 230 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $13.2K.
State Street Energy Select Sector SPDR ETF made up 0.19% of Crews Bank & Trust's portfolio in Q2 2026, its #72 holding.
Crews Bank & Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's State Street Energy Select Sector SPDR ETF position peaked at $1.69M in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.