Indiana Trust & Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Indiana Trust & Investment Management’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	$280K	Hold	5,272	–	–	0.08%	157
2026 Q1	$323K	Sell	5,272 -300	-5%	-$16.1K	0.1%	137
2025 Q4	$249K	Sell	5,572 -58	-1%	-$2.58K	0.07%	157
2025 Q3	$251K	Sell	5,630 -56	-1%	-$2.45K	0.08%	156
2025 Q2	$241K	Buy	5,686 +488	+9%	+$20.3K	0.08%	156
2025 Q1	$243K	Sell	5,198 -370	-7%	-$16.7K	0.09%	149
2024 Q4	$238K	Hold	5,568	–	–	0.08%	152
2024 Q3	$244K	Buy	5,568 +588	+12%	+$26.3K	0.08%	154
2024 Q2	$227K	Buy	4,980 +3,382	+212%	+$158K	0.08%	150
2024 Q1	$75.4K	Hold	1,598	–	–	0.03%	248
2023 Q4	$67K	Buy	1,598 +58	+4%	+$2.48K	0.03%	241
2023 Q3	$69.6K	Buy	+1,540	New	+$67.4K	0.04%	227

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Indiana Trust & Investment Management's XLE Position: Q2 2026 in Review

Indiana Trust & Investment Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 5,272 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #157.

Indiana Trust & Investment Management first reported a position in XLE in Q3 2023 and has held it in 12 quarters since. The position peaked at $323K in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Indiana Trust & Investment Management held 5,272 shares of State Street Energy Select Sector SPDR ETF worth $280K as of Q2 2026.
Indiana Trust & Investment Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.08% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #157 holding.
Indiana Trust & Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Indiana Trust & Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $323K in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.