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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
Q3 		$282K Hold
4,584
– – 0.05% 107
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

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Iowa State Bank's XLE Position: Q3 2026 in Review

Iowa State Bank held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 4,584 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #107.

Iowa State Bank first reported a position in XLE in Q4 2017 and has held it in 33 quarters since. The position peaked at $971K in Q1 2019. 124 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Iowa State Bank held 4,584 shares of State Street Energy Select Sector SPDR ETF worth $282K as of Q3 2026.
  • Iowa State Bank left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.05% of Iowa State Bank's portfolio in Q3 2026, its #107 holding.
  • Iowa State Bank first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
  • Iowa State Bank's State Street Energy Select Sector SPDR ETF position peaked at $971K in Q1 2019.
  • 124 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Iowa State Bank's 13F filing for Q3 2026, filed 6 Oct 2026.