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

Iyo 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	$1.8M	Hold	33,949	–	–	0.55%	30
2026 Q1	$2.08M	Buy	+33,949	New	+$1.82M	0.74%	30
2025 Q4	–	Sell	-7,428	Closed	-$332K	–	39
2025 Q3	$332K	Hold	7,428	–	–	0.13%	39
2025 Q2	$315K	Sell	7,428 -14,856	-67%	-$619K	0.13%	40
2025 Q1	$1.04M	Buy	+22,284	New	+$1M	0.34%	37
2023 Q3	–	Sell	-152,000	Closed	-$6.17M	–	32
2023 Q2	$6.17M	Hold	152,000	–	–	3.2%	13
2023 Q1	$6.29M	Buy	+152,000	New	+$6.5M	3.69%	11
2022 Q1	–	Sell	-310,800	Closed	-$8.63M	–	39
2021 Q4	$8.63M	Buy	+310,800	New	+$8.78M	2.63%	13

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

Iyo Bank's XLE Position: Q2 2026 in Review

Iyo Bank held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 33,949 shares worth $1.8M. The position accounts for 0.55% of the portfolio, ranked #30.

Iyo Bank first reported a position in XLE in Q4 2021 and has held it in 8 quarters since. The position peaked at $8.63M in Q4 2021. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Iyo Bank held 33,949 shares of State Street Energy Select Sector SPDR ETF worth $1.8M as of Q2 2026.
Iyo 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 0.55% of Iyo Bank's portfolio in Q2 2026, its #30 holding.
Iyo Bank first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 8 quarters since.
Iyo Bank's State Street Energy Select Sector SPDR ETF position peaked at $8.63M in Q4 2021.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Iyo Bank's 13F filing for Q2 2026, filed 12 Aug 2026.