First National Bank & Trust Co of Newtown’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

First National Bank & Trust Co of Newtown’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	$262K	Hold	4,400	–	–	0.05%	136
2026 Q1	$270K	Buy	+4,400	New	+$236K	0.06%	119

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

First National Bank & Trust Co of Newtown's XLE Position: Q2 2026 in Review

First National Bank & Trust Co of Newtown held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 4,400 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #136.

First National Bank & Trust Co of Newtown first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $270K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

First National Bank & Trust Co of Newtown held 4,400 shares of State Street Energy Select Sector SPDR ETF worth $262K as of Q2 2026.
First National Bank & Trust Co of Newtown left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.05% of First National Bank & Trust Co of Newtown's portfolio in Q2 2026, its #136 holding.
First National Bank & Trust Co of Newtown first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
First National Bank & Trust Co of Newtown's State Street Energy Select Sector SPDR ETF position peaked at $270K in Q1 2026.
2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on First National Bank & Trust Co of Newtown's 13F filing for Q2 2026, filed 6 Aug 2026.