Farmers & Merchants Investments Inc’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Farmers & Merchants Investments Inc’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	$474K	Sell	8,918 -93	-1%	-$5.32K	0.01%	252
2026 Q1	$552K	Buy	9,011 +1,889	+27%	+$101K	0.02%	234
2025 Q4	$318K	Hold	7,122	–	–	0.01%	270
2025 Q3	$318K	Hold	7,122	–	–	0.01%	268
2025 Q2	$302K	Hold	7,122	–	–	0.01%	273
2025 Q1	$333K	Hold	7,122	–	–	0.01%	262
2024 Q4	$305K	Hold	7,122	–	–	0.01%	275
2024 Q3	$313K	Sell	7,122 -40	-0.6%	-$1.79K	0.01%	274
2024 Q2	$326K	Buy	7,162 +740	+12%	+$34.5K	0.01%	259
2024 Q1	$303K	Sell	6,422 -200	-3%	-$8.59K	0.01%	259
2023 Q4	$278K	Sell	6,622 -286	-4%	-$12.2K	0.01%	261
2023 Q3	$312K	Sell	6,908 -1,834	-21%	-$80.2K	0.01%	249
2023 Q2	$355K	Sell	8,742 -1,200	-12%	-$48.9K	0.01%	244
2023 Q1	$412K	Buy	9,942 +60	+0.6%	+$2.56K	0.02%	238
2022 Q4	$432K	Buy	9,882 +1,100	+13%	+$47.9K	0.02%	241
2022 Q3	$316K	Buy	8,782 +3,520	+67%	+$133K	0.01%	262
2022 Q2	$188K	Sell	5,262 -140	-3%	-$5.62K	0.01%	282
2022 Q1	$206K	Sell	5,402 -140	-3%	-$4.85K	0.01%	288
2021 Q4	$154K	Buy	5,542 +280	+5%	+$7.91K	0.01%	307
2021 Q3	$137K	Buy	5,262 +252	+5%	+$6.24K	0.01%	307
2021 Q2	$135K	Buy	5,010 +970	+24%	+$25.2K	0.01%	264
2021 Q1	$99K	Hold	4,040	–	–	﹤0.01%	279
2020 Q4	$77K	Hold	4,040	–	–	﹤0.01%	297
2020 Q3	$60K	Hold	4,040	–	–	﹤0.01%	306
2020 Q2	$76K	Hold	4,040	–	–	0.01%	274
2020 Q1	$59K	Sell	4,040 -584	-13%	-$13.9K	﹤0.01%	283
2019 Q4	$139K	Sell	4,624 -290	-6%	-$8.6K	0.01%	245
2019 Q3	$145K	Buy	4,914 +874	+22%	+$26.4K	0.01%	243
2019 Q2	$129K	Hold	4,040	–	–	0.01%	251
2019 Q1	$134K	Sell	4,040 -718	-15%	-$23.1K	0.01%	246
2018 Q4	$136K	Buy	4,758 +208	+5%	+$6.96K	0.01%	235
2018 Q3	$172K	Sell	4,550 -146	-3%	-$5.47K	0.01%	233
2018 Q2	$178K	Buy	4,696 +510	+12%	+$18.9K	0.01%	235
2018 Q1	$141K	Hold	4,186	–	–	0.01%	247
2017 Q4	$151K	Hold	4,186	–	–	0.01%	250
2017 Q3	$143K	Hold	4,186	–	–	0.01%	249
2017 Q2	$136K	Hold	4,186	–	–	0.01%	252
2017 Q1	$146K	Sell	4,186 -2,840	-40%	-$103K	0.01%	248
2016 Q4	$265K	Buy	7,026 +2,840	+68%	+$103K	0.02%	221
2016 Q3	$148K	Sell	4,186 -106	-2%	-$3.63K	0.02%	230
2016 Q2	$146K	Buy	4,292 +106	+3%	+$3.5K	0.02%	216
2016 Q1	$130K	Hold	4,186	–	–	0.02%	220
2015 Q4	$126K	Hold	4,186	–	–	0.02%	237
2015 Q3	$128K	Hold	4,186	–	–	0.02%	224
2015 Q2	$157K	Hold	4,186	–	–	0.02%	219
2015 Q1	$162K	Hold	4,186	–	–	0.02%	213
2014 Q4	$166K	Sell	4,186 -100	-2%	-$4.16K	0.02%	207
2014 Q3	$194K	Sell	4,286 -24	-0.6%	-$1.16K	0.03%	200
2014 Q2	$216K	Buy	4,310 +170	+4%	+$8.05K	0.03%	197
2014 Q1	$184K	Hold	4,140	–	–	0.03%	208
2013 Q4	$183K	Hold	4,140	–	–	0.03%	210
2013 Q3	$172K	Hold	4,140	–	–	0.03%	206
2013 Q2	$162K	Buy	+4,140	New	+$164K	0.02%	211

Other funds holding XLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Farmers & Merchants Investments Inc's XLE Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1% in Q2 2026, selling an estimated $5.32K and leaving 8,918 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #252.

Farmers & Merchants Investments Inc first reported a position in XLE in Q2 2013 and has held it in 53 quarters since. The position peaked at $552K in Q1 2026. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Farmers & Merchants Investments Inc held 8,918 shares of State Street Energy Select Sector SPDR ETF worth $474K as of Q2 2026.
Farmers & Merchants Investments Inc sold 93 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $5.32K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #252 holding.
Farmers & Merchants Investments Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Farmers & Merchants Investments Inc's State Street Energy Select Sector SPDR ETF position peaked at $552K 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 Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.