First United Bank & Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

First United Bank & 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 Q2	$95.9K	Sell	1,806 -204	-10%	-$11.7K	0.03%	203
2026 Q1	$123K	Buy	2,010 +808	+67%	+$43.3K	0.04%	175
2025 Q4	$53.7K	Sell	1,202 -210	-15%	-$9.35K	0.02%	224
2025 Q3	$63.1K	Buy	1,412 +112	+9%	+$4.9K	0.02%	212
2025 Q2	$55.1K	Sell	1,300 -110	-8%	-$4.58K	0.02%	213
2025 Q1	$65.9K	Sell	1,410 -100	-7%	-$4.51K	0.02%	204
2024 Q4	$64.7K	Sell	1,510 -80	-5%	-$3.64K	0.02%	203
2024 Q3	$69.8K	Sell	1,590 -344	-18%	-$15.4K	0.03%	200
2024 Q2	$88.1K	Sell	1,934 -36	-2%	-$1.68K	0.03%	194
2024 Q1	$93K	Sell	1,970 -370	-16%	-$15.9K	0.03%	195
2023 Q4	$98.1K	Buy	+2,340	New	+$100K	0.04%	189
2022 Q3	–	Sell	-7,188	Closed	-$257K	–	148
2022 Q2	$257K	Buy	7,188 +762	+12%	+$30.6K	0.12%	129
2022 Q1	$246K	Buy	+6,426	New	+$223K	0.1%	148
2020 Q1	–	Sell	-6,720	Closed	-$202K	–	132
2019 Q4	$202K	Sell	6,720 -780	-10%	-$23.1K	0.12%	129
2019 Q3	$222K	Sell	7,500 -3,060	-29%	-$92.6K	0.14%	118
2019 Q2	$336K	Sell	10,560 -70	-0.7%	-$2.24K	0.2%	102
2019 Q1	$351K	Buy	10,630 +680	+7%	+$21.8K	0.22%	98
2018 Q4	$285K	Buy	9,950 +630	+7%	+$21.1K	0.2%	98
2018 Q3	$353K	Sell	9,320 -1,800	-16%	-$67.5K	0.22%	97
2018 Q2	$422K	Buy	11,120 +390	+4%	+$14.5K	0.28%	85
2018 Q1	$362K	Buy	10,730 +50	+0.5%	+$1.77K	0.24%	87
2017 Q4	$386K	Buy	10,680 +100	+0.9%	+$3.44K	0.25%	86
2017 Q3	$362K	Sell	10,580 -720	-6%	-$23.4K	0.24%	89
2017 Q2	$367K	Buy	11,300 +290	+3%	+$9.75K	0.25%	90
2017 Q1	$385K	Buy	11,010 +2,760	+33%	+$99.8K	0.27%	87
2016 Q4	$311K	Buy	8,250 +900	+12%	+$32.5K	0.23%	92
2016 Q3	$259K	Buy	7,350 +40	+0.5%	+$1.37K	0.21%	86
2016 Q2	$249K	Buy	7,310 +20	+0.3%	+$660	0.22%	84
2016 Q1	$226K	Sell	7,290 -20,064	-73%	-$582K	0.21%	78
2015 Q4	$825K	Buy	27,354 +4,430	+19%	+$146K	0.75%	50
2015 Q3	$701K	Buy	22,924 +11,570	+102%	+$390K	0.68%	54
2015 Q2	$427K	Buy	11,354 +450	+4%	+$17.9K	0.39%	73
2015 Q1	$423K	Sell	10,904 -500	-4%	-$19.4K	0.38%	74
2014 Q4	$451K	Sell	11,404 -380	-3%	-$15.8K	0.43%	69
2014 Q3	$534K	Buy	11,784 +40	+0.3%	+$1.94K	0.55%	63
2014 Q2	$588K	Sell	11,744 -100	-0.8%	-$4.73K	0.61%	61
2014 Q1	$527K	Sell	11,844 -350	-3%	-$15.1K	0.57%	64
2013 Q4	$540K	Buy	12,194 +490	+4%	+$21.1K	0.6%	64
2013 Q3	$485K	Sell	11,704 -50	-0.4%	-$2.06K	0.59%	63
2013 Q2	$460K	Buy	+11,754	New	+$466K	0.62%	62

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

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

First United Bank & Trust's XLE Position: Q2 2026 in Review

First United Bank & Trust reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 10% in Q2 2026, selling an estimated $11.7K and leaving 1,806 shares worth $95.9K. The position accounts for 0.03% of the portfolio, ranked #203.

First United Bank & Trust first reported a position in XLE in Q2 2013 and has held it in 40 quarters since. The position peaked at $825K in Q4 2015. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

First United Bank & Trust held 1,806 shares of State Street Energy Select Sector SPDR ETF worth $95.9K as of Q2 2026.
First United Bank & Trust sold 204 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11.7K.
State Street Energy Select Sector SPDR ETF made up 0.03% of First United Bank & Trust's portfolio in Q2 2026, its #203 holding.
First United Bank & Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 40 quarters since.
First United Bank & Trust's State Street Energy Select Sector SPDR ETF position peaked at $825K in Q4 2015.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.