First Citizens Financial Corp’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

First Citizens Financial Corp’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	$696K	Buy	13,097 +936	+8%	+$53.5K	0.29%	76
2026 Q1	$745K	Sell	12,161 -3	-0%	-$161	0.35%	71
2025 Q4	$544K	Buy	12,164 +324	+3%	+$14.4K	0.27%	83
2025 Q3	$529K	Buy	11,840 +124	+1%	+$5.43K	0.26%	83
2025 Q2	$497K	Buy	11,716 +4,174	+55%	+$174K	0.27%	84
2025 Q1	$352K	Buy	7,542 +1,376	+22%	+$62K	0.2%	90
2024 Q4	$264K	Buy	6,166 +186	+3%	+$8.45K	0.14%	101
2024 Q3	$263K	Buy	5,980 +172	+3%	+$7.69K	0.14%	100
2024 Q2	$265K	Hold	5,808	–	–	0.16%	94
2024 Q1	$274K	Buy	+5,808	New	+$249K	0.16%	94

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

First Citizens Financial Corp's XLE Position: Q2 2026 in Review

First Citizens Financial Corp increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.7% in Q2 2026, buying an estimated $53.5K and bringing the position to 13,097 shares worth $696K. The position accounts for 0.29% of the portfolio, ranked #76.

First Citizens Financial Corp first reported a position in XLE in Q1 2024 and has held it in 10 quarters since. The position peaked at $745K in Q1 2026. 555 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

First Citizens Financial Corp held 13,097 shares of State Street Energy Select Sector SPDR ETF worth $696K as of Q2 2026.
First Citizens Financial Corp bought 936 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $53.5K.
State Street Energy Select Sector SPDR ETF made up 0.29% of First Citizens Financial Corp's portfolio in Q2 2026, its #76 holding.
First Citizens Financial Corp first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
First Citizens Financial Corp's State Street Energy Select Sector SPDR ETF position peaked at $745K in Q1 2026.
555 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.