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

Hickory Point 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	$108K	Hold	2,026	–	–	0.07%	172
2026 Q1	$124K	Buy	+2,026	New	+$109K	0.08%	161

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

Hickory Point Bank & Trust's XLE Position: Q2 2026 in Review

Hickory Point Bank & Trust held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 2,026 shares worth $108K. The position accounts for 0.07% of the portfolio, ranked #172.

Hickory Point Bank & Trust first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $124K in Q1 2026. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Hickory Point Bank & Trust held 2,026 shares of State Street Energy Select Sector SPDR ETF worth $108K as of Q2 2026.
Hickory Point Bank & Trust left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.07% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #172 holding.
Hickory Point Bank & Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
Hickory Point Bank & Trust's State Street Energy Select Sector SPDR ETF position peaked at $124K in Q1 2026.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.