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

First National 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
2025 Q3	$328K	Sell	7,348 -504	-6%	-$22.1K	0.06%	135
2025 Q2	$333K	Sell	7,852 -2,128	-21%	-$88.6K	0.07%	134
2025 Q1	$466K	Sell	9,980 -2,768	-22%	-$125K	0.1%	106
2024 Q4	$546K	Sell	12,748 -826	-6%	-$37.5K	0.12%	92
2024 Q3	$596K	Sell	13,574 -42,686	-76%	-$1.91M	0.13%	92
2024 Q2	$2.56M	Buy	56,260 +6,938	+14%	+$323K	0.61%	42
2024 Q1	$2.07M	Sell	49,322 -70	-0.1%	-$3.01K	0.51%	41
2023 Q4	$2.07M	Sell	49,392 -6,332	-11%	-$271K	0.51%	41
2023 Q3	$2.52M	Sell	55,724 -7,630	-12%	-$334K	0.68%	34
2023 Q2	$2.57M	Buy	63,354 +7,296	+13%	+$297K	0.61%	35
2023 Q1	$2.32M	Buy	56,058 +38,214	+214%	+$1.63M	0.55%	37
2022 Q4	$780K	Sell	17,844 -71,502	-80%	-$3.11M	0.19%	82
2022 Q3	$3.22M	Sell	89,346 -42,704	-32%	-$1.61M	0.88%	30
2022 Q2	$4.72M	Buy	132,050 +91,364	+225%	+$3.67M	1.23%	25
2022 Q1	$1.55M	Buy	40,686 +17,340	+74%	+$601K	0.33%	57
2021 Q4	$648K	Buy	23,346 +5,770	+33%	+$163K	0.14%	91
2021 Q3	$458K	Buy	17,576 +2,824	+19%	+$70K	0.1%	110
2021 Q2	$279K	Buy	+14,752	New	+$384K	0.1%	118
2020 Q3	–	Sell	-14,752	Closed	-$279K	–	152
2020 Q2	$279K	Buy	+14,752	New	+$274K	0.1%	116
2020 Q1	–	Sell	-46,956	Closed	-$1.41M	–	169
2019 Q4	$1.41M	Buy	46,956 +8,768	+23%	+$260K	0.52%	36
2019 Q3	$1.13M	Buy	38,188 +10,986	+40%	+$332K	0.46%	43
2019 Q2	$867K	Buy	27,202 +10,178	+60%	+$326K	0.36%	50
2019 Q1	$563K	Buy	17,024 +6,644	+64%	+$213K	0.23%	79
2018 Q4	$298K	Buy	+10,380	New	+$347K	0.14%	112

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

First National Corp's XLE Position: Q3 2025 in Review

First National Corp reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.4% in Q3 2025, selling an estimated $22.1K and leaving 7,348 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #135.

First National Corp first reported a position in XLE in Q4 2018 and has held it in 24 quarters since. The position peaked at $4.72M in Q2 2022. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

First National Corp held 7,348 shares of State Street Energy Select Sector SPDR ETF worth $328K as of Q3 2025.
First National Corp sold 504 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $22.1K.
State Street Energy Select Sector SPDR ETF made up 0.06% of First National Corp's portfolio in Q3 2025, its #135 holding.
First National Corp first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 24 quarters since.
First National Corp's State Street Energy Select Sector SPDR ETF position peaked at $4.72M in Q2 2022.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on First National Corp's 13F filing for Q3 2025, filed 28 Oct 2025.