Iowa State Bank’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Iowa State Bank’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	$243K	Hold	4,584	–	–	0.04%	112
2026 Q1	$281K	Sell	4,584 -2,280	-33%	-$122K	0.05%	106
2025 Q4	$307K	Buy	6,864 +1,786	+35%	+$79.5K	0.06%	106
2025 Q3	$227K	Hold	5,078	–	–	0.04%	115
2025 Q2	$215K	Hold	5,078	–	–	0.04%	117
2025 Q1	$237K	Hold	5,078	–	–	0.05%	115
2024 Q4	$217K	Hold	5,078	–	–	0.05%	103
2024 Q3	$223K	Hold	5,078	–	–	0.05%	107
2024 Q2	$231K	Hold	5,078	–	–	0.05%	102
2024 Q1	$240K	Sell	5,078 -460	-8%	-$19.8K	0.05%	98
2023 Q4	$232K	Hold	5,538	–	–	0.06%	103
2023 Q3	$250K	Sell	5,538 -932	-14%	-$40.8K	0.06%	100
2023 Q2	$263K	Hold	6,470	–	–	0.07%	103
2023 Q1	$268K	Sell	6,470 -462	-7%	-$19.8K	0.07%	104
2022 Q4	$303K	Sell	6,932 -748	-10%	-$32.6K	0.08%	102
2022 Q3	$277K	Sell	7,680 -478	-6%	-$18.1K	0.08%	98
2022 Q2	$292K	Hold	8,158	–	–	0.08%	97
2022 Q1	$312K	Sell	8,158 -882	-10%	-$30.5K	0.07%	101
2021 Q4	$251K	Sell	9,040 -200	-2%	-$5.65K	0.06%	115
2021 Q3	$241K	Sell	9,240 -1,282	-12%	-$31.8K	0.07%	112
2021 Q2	$283K	Sell	10,522 -2,130	-17%	-$55.4K	0.08%	107
2021 Q1	$310K	Sell	12,652 -4,368	-26%	-$101K	0.09%	104
2020 Q4	$323K	Buy	+17,020	New	+$293K	0.11%	100
2020 Q1	–	Sell	-10,208	Closed	-$306K	–	135
2019 Q4	$306K	Sell	10,208 -2,550	-20%	-$75.6K	0.11%	114
2019 Q3	$378K	Sell	12,758 -15,792	-55%	-$478K	0.14%	99
2019 Q2	$909K	Sell	28,550 -810	-3%	-$25.9K	0.4%	61
2019 Q1	$971K	Sell	29,360 -636	-2%	-$20.4K	0.45%	57
2018 Q4	$860K	Buy	29,996 +17,694	+144%	+$592K	0.43%	56
2018 Q3	$466K	Buy	12,302 +940	+8%	+$35.2K	0.21%	74
2018 Q2	$431K	Hold	11,362	–	–	0.21%	75
2018 Q1	$383K	Buy	11,362 +370	+3%	+$13.1K	0.19%	77
2017 Q4	$397K	Buy	+10,992	New	+$378K	0.18%	75

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

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

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Iowa State Bank's XLE Position: Q2 2026 in Review

Iowa State Bank held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 4,584 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #112.

Iowa State Bank first reported a position in XLE in Q4 2017 and has held it in 32 quarters since. The position peaked at $971K in Q1 2019. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Iowa State Bank held 4,584 shares of State Street Energy Select Sector SPDR ETF worth $243K as of Q2 2026.
Iowa State Bank left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.04% of Iowa State Bank's portfolio in Q2 2026, its #112 holding.
Iowa State Bank first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 32 quarters since.
Iowa State Bank's State Street Energy Select Sector SPDR ETF position peaked at $971K in Q1 2019.
1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Iowa State Bank's 13F filing for Q2 2026, filed 28 Jul 2026.