First Nebraska Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

First Nebraska Trust’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	$3.5M	Buy	57,102 +2,755	+5%	+$148K	0.32%	62
2025 Q4	$2.43M	Buy	54,347 +3,597	+7%	+$160K	0.22%	74
2025 Q3	$2.27M	Sell	50,750 -298	-0.6%	-$13K	0.21%	79
2025 Q2	$2.1M	Buy	51,048 +2,584	+5%	+$108K	0.2%	77
2025 Q1	$2.26M	Buy	48,464 +1,598	+3%	+$72K	0.22%	76
2024 Q4	$2.01M	Buy	46,866 +1,226	+3%	+$55.7K	0.19%	80
2024 Q3	$2M	Buy	45,640 +260	+0.6%	+$11.6K	0.19%	83
2024 Q2	$2.07M	Buy	45,380 +1,004	+2%	+$46.8K	0.21%	79
2024 Q1	$2.09M	Buy	44,376 +360	+0.8%	+$15.5K	0.22%	74
2023 Q4	$1.85M	Sell	44,016 -1,122	-2%	-$48K	0.21%	77
2023 Q3	$2.04M	Buy	45,138 +38,882	+622%	+$1.7M	0.25%	70
2023 Q2	$254K	Buy	6,256 +450	+8%	+$18.3K	0.03%	148
2023 Q1	$240K	Buy	5,806 +702	+14%	+$30K	0.03%	153
2022 Q4	$223K	Buy	+5,104	New	+$222K	0.03%	160

Other funds holding XLE

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

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

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

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

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

First Nebraska Trust's XLE Position: Q1 2026 in Review

First Nebraska Trust increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.1% in Q1 2026, buying an estimated $148K and bringing the position to 57,102 shares worth $3.5M. The position accounts for 0.32% of the portfolio, ranked #62.

First Nebraska Trust first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

First Nebraska Trust held 57,102 shares of State Street Energy Select Sector SPDR ETF worth $3.5M as of Q1 2026.
First Nebraska Trust bought 2,755 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $148K.
State Street Energy Select Sector SPDR ETF made up 0.32% of First Nebraska Trust's portfolio in Q1 2026, its #62 holding.
First Nebraska Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.