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

First Merchants 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	$3.35M	Sell	63,142 -2,639	-4%	-$151K	0.12%	136
2026 Q1	$4.03M	Sell	65,781 -7,839	-11%	-$421K	0.15%	128
2025 Q4	$3.29M	Sell	73,620 -6,640	-8%	-$296K	0.12%	137
2025 Q3	$3.59M	Sell	80,260 -2,618	-3%	-$115K	0.14%	135
2025 Q2	$3.51M	Sell	82,878 -3,362	-4%	-$140K	0.14%	136
2025 Q1	$4.03M	Sell	86,240 -2,886	-3%	-$130K	0.16%	134
2024 Q4	$3.82M	Buy	89,126 +15,014	+20%	+$682K	0.15%	135
2024 Q3	$3.25M	Sell	74,112 -482	-0.6%	-$21.5K	0.12%	145
2024 Q2	$3.4M	Sell	74,594 -726	-1%	-$33.8K	0.14%	143
2024 Q1	$3.56M	Sell	75,320 -1,476	-2%	-$63.4K	0.27%	103
2023 Q4	$3.22M	Sell	76,796 -1,354	-2%	-$57.9K	0.26%	100
2023 Q3	$3.53M	Sell	78,150 -734	-0.9%	-$32.1K	0.31%	98
2023 Q2	$3.2M	Buy	78,884 +484	+0.6%	+$19.7K	0.27%	104
2023 Q1	$3.25M	Sell	78,400 -3,288	-4%	-$141K	0.29%	106
2022 Q4	$3.57M	Sell	81,688 -4,062	-5%	-$177K	0.33%	100
2022 Q3	$3.09M	Buy	85,750 +10,662	+14%	+$403K	0.31%	100
2022 Q2	$2.69M	Sell	75,088 -12,770	-15%	-$512K	0.27%	114
2022 Q1	$3.36M	Buy	87,858 +5,810	+7%	+$201K	0.27%	112
2021 Q4	$2.28M	Buy	82,048 +946	+1%	+$26.7K	0.18%	134
2021 Q3	$2.11M	Sell	81,102 -2,032	-2%	-$50.3K	0.13%	139
2021 Q2	$2.24M	Buy	83,134 +1,518	+2%	+$39.5K	0.15%	137
2021 Q1	$2M	Sell	81,616 -2,518	-3%	-$58.1K	0.13%	136
2020 Q4	$1.59M	Buy	84,134 +7,890	+10%	+$136K	0.11%	144
2020 Q3	$1.14M	Buy	76,244 +1,644	+2%	+$29.2K	0.09%	154
2020 Q2	$1.41M	Buy	74,600 +4,756	+7%	+$88.4K	0.12%	139
2020 Q1	$1.01M	Sell	69,844 -18,702	-21%	-$444K	0.13%	147
2019 Q4	$2.66M	Buy	88,546 +15,190	+21%	+$450K	0.27%	112
2019 Q3	$2.17M	Buy	+73,356	New	+$2.22M	0.23%	123
2015 Q3	–	Sell	-20,840	Closed	-$783K	–	141
2015 Q2	$783K	Buy	20,840 +8,830	+74%	+$350K	0.24%	103
2015 Q1	$466K	Buy	12,010 +4,536	+61%	+$176K	0.14%	120
2014 Q4	$296K	Buy	+7,474	New	+$311K	0.09%	128

Other funds holding XLE

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return