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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$240K Buy
4,525
+600
+15% +$34.3K 0.05% 279
2026
Q1
$240K Buy
+3,925
New +$211K 0.05% 268

Other funds holding XLE

Essex Savings Bank's XLE Position: Q2 2026 in Review

Essex Savings Bank increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 15% in Q2 2026, buying an estimated $34.3K and bringing the position to 4,525 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #279.

Essex Savings Bank first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $240K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Essex Savings Bank held 4,525 shares of State Street Energy Select Sector SPDR ETF worth $240K as of Q2 2026.
  • Essex Savings Bank bought 600 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $34.3K.
  • State Street Energy Select Sector SPDR ETF made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #279 holding.
  • Essex Savings Bank first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Essex Savings Bank's State Street Energy Select Sector SPDR ETF position peaked at $240K in Q1 2026.
  • 2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.