Independence Bank of Kentucky’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Independence Bank of Kentucky’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	$2.64M	Buy	49,649 +420	+0.9%	+$24K	0.3%	72
2026 Q1	$3.02M	Sell	49,229 -645	-1%	-$34.6K	0.38%	56
2025 Q4	$2.23M	Sell	49,874 -300	-0.6%	-$13.4K	0.28%	75
2025 Q3	$2.24M	Sell	50,174 -1,470	-3%	-$64.4K	0.29%	73
2025 Q2	$2.19M	Buy	51,644 +124	+0.2%	+$5.16K	0.31%	70
2025 Q1	$2.41M	Sell	51,520 -1,208	-2%	-$54.5K	0.38%	58
2024 Q4	$2.26M	Buy	52,728 +10,228	+24%	+$465K	0.35%	65
2024 Q3	$1.87M	Sell	42,500 -2,156	-5%	-$96.4K	0.4%	59
2024 Q2	$2.04M	Buy	44,656 +1,516	+4%	+$70.6K	0.54%	41
2024 Q1	$2.04M	Sell	43,140 -980	-2%	-$42.1K	0.61%	35
2023 Q4	$1.85M	Sell	44,120 -1,940	-4%	-$83K	0.65%	37
2023 Q3	$2.08M	Buy	46,060 +330	+0.7%	+$14.4K	0.88%	27
2023 Q2	$1.86M	Sell	45,730 -120	-0.3%	-$4.89K	0.75%	36
2023 Q1	$1.9M	Sell	45,850 -170	-0.4%	-$7.27K	0.83%	33
2022 Q4	$2.01M	Sell	46,020 -2,940	-6%	-$128K	0.9%	29
2022 Q3	$1.76M	Buy	48,960 +180	+0.4%	+$6.81K	0.87%	34
2022 Q2	$1.74M	Sell	48,780 -2,510	-5%	-$101K	0.78%	44
2022 Q1	$1.96M	Sell	51,290 -9,720	-16%	-$337K	0.78%	41
2021 Q4	$1.69M	Sell	61,010 -1,600	-3%	-$45.2K	0.69%	47
2021 Q3	$1.63M	Buy	62,610 +4,320	+7%	+$107K	0.71%	43
2021 Q2	$1.57M	Buy	58,290 +5,276	+10%	+$137K	0.7%	44
2021 Q1	$1.3M	Buy	53,014 +28,350	+115%	+$654K	0.63%	47
2020 Q4	$467K	Buy	24,664 +24,350	+7,755%	+$420K	0.24%	96
2020 Q3	$5K	Hold	314	–	–	﹤0.01%	335
2020 Q2	$6K	Sell	314 -300	-49%	-$5.58K	﹤0.01%	306
2020 Q1	$9K	Hold	614	–	–	0.01%	292
2019 Q4	$18K	Sell	614 -316	-34%	-$9.37K	0.01%	273
2019 Q3	$28K	Hold	930	–	–	0.02%	246
2019 Q2	$30K	Sell	930 -400	-30%	-$12.8K	0.02%	212
2019 Q1	$44K	Sell	1,330 -600	-31%	-$19.3K	0.04%	186
2018 Q4	$55K	Hold	1,930	–	–	0.05%	161
2018 Q3	$73K	Hold	1,930	–	–	0.06%	155
2018 Q2	$73K	Hold	1,930	–	–	0.06%	141
2018 Q1	$65K	Hold	1,930	–	–	0.06%	149
2017 Q4	$70K	Buy	+1,930	New	+$66.4K	0.06%	152

Other funds holding XLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SCB

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FMI

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Independence Bank of Kentucky's XLE Position: Q2 2026 in Review

Independence Bank of Kentucky increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.85% in Q2 2026, buying an estimated $24K and bringing the position to 49,649 shares worth $2.64M. The position accounts for 0.3% of the portfolio, ranked #72.

Independence Bank of Kentucky first reported a position in XLE in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.02M in Q1 2026. 1,554 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Independence Bank of Kentucky held 49,649 shares of State Street Energy Select Sector SPDR ETF worth $2.64M as of Q2 2026.
Independence Bank of Kentucky bought 420 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $24K.
State Street Energy Select Sector SPDR ETF made up 0.3% of Independence Bank of Kentucky's portfolio in Q2 2026, its #72 holding.
Independence Bank of Kentucky first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
Independence Bank of Kentucky's State Street Energy Select Sector SPDR ETF position peaked at $3.02M in Q1 2026.
1,554 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.