Farmers Trust Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Farmers Trust Company’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 Q1	$2.01M	Sell	32,826 -870	-3%	-$46.7K	0.32%	77
2025 Q4	$1.51M	Buy	33,696 +244	+0.7%	+$10.9K	0.25%	80
2025 Q3	$1.49M	Sell	33,452 -1,460	-4%	-$63.9K	0.26%	82
2025 Q2	$1.48M	Sell	34,912 -10,484	-23%	-$437K	0.28%	77
2025 Q1	$2.12M	Sell	45,396 -948	-2%	-$42.7K	0.4%	68
2024 Q4	$1.98M	Sell	46,344 -190	-0.4%	-$8.63K	0.37%	68
2024 Q3	$2.04M	Buy	46,534 +4,968	+12%	+$222K	0.38%	67
2024 Q2	$1.89M	Buy	41,566 +296	+0.7%	+$13.8K	0.38%	67
2024 Q1	$1.95M	Buy	41,270 +358	+0.9%	+$15.4K	0.39%	66
2023 Q4	$1.72M	Sell	40,912 -2,154	-5%	-$92.1K	0.36%	68
2023 Q3	$1.95M	Sell	43,066 -2,522	-6%	-$110K	0.45%	65
2023 Q2	$1.85M	Hold	45,588	–	–	0.4%	65
2023 Q1	$1.89M	Sell	45,588 -724	-2%	-$31K	0.42%	65
2022 Q4	$2.02M	Sell	46,312 -538	-1%	-$23.4K	0.45%	61
2022 Q3	$1.69M	Hold	46,850	–	–	0.42%	63
2022 Q2	$1.68M	Sell	46,850 -500	-1%	-$20.1K	0.4%	65
2022 Q1	$1.81M	Sell	47,350 -1,564	-3%	-$54.2K	0.39%	68
2021 Q4	$1.36M	Buy	48,914 +334	+0.7%	+$9.44K	0.28%	77
2021 Q3	$1.31M	Buy	48,580 +1,700	+4%	+$42.1K	0.29%	78
2021 Q2	$1.26M	Sell	46,880 -12	-0%	-$312	0.28%	80
2021 Q1	$1.15M	Buy	46,892 +5,474	+13%	+$126K	0.27%	79
2020 Q4	$785K	Buy	41,418 +3,746	+10%	+$64.6K	0.19%	84
2020 Q3	$564K	Sell	37,672 -560	-1%	-$9.94K	0.15%	91
2020 Q2	$723K	Buy	38,232 +20,020	+110%	+$372K	0.21%	81
2020 Q1	$265K	Buy	18,212 +10,642	+141%	+$252K	0.09%	124
2019 Q4	$228K	Buy	+7,570	New	+$224K	0.06%	153

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Farmers Trust Company's XLE Position: Q1 2026 in Review

Farmers Trust Company reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.6% in Q1 2026, selling an estimated $46.7K and leaving 32,826 shares worth $2.01M. The position accounts for 0.32% of the portfolio, ranked #77.

Farmers Trust Company first reported a position in XLE in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.12M in Q1 2025. 2,111 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Farmers Trust Company held 32,826 shares of State Street Energy Select Sector SPDR ETF worth $2.01M as of Q1 2026.
Farmers Trust Company sold 870 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $46.7K.
State Street Energy Select Sector SPDR ETF made up 0.32% of Farmers Trust Company's portfolio in Q1 2026, its #77 holding.
Farmers Trust Company first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Farmers Trust Company's State Street Energy Select Sector SPDR ETF position peaked at $2.12M in Q1 2025.
2,111 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Farmers Trust Company's 13F filing for Q1 2026, filed 7 Apr 2026.