LCNB Corp’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

LCNB Corp’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 Q1	$454K	Hold	7,418	–	–	0.15%	116
2025 Q4	$332K	Hold	7,418	–	–	0.11%	142
2025 Q3	$331K	Sell	7,418 -4,500	-38%	-$197K	0.12%	141
2025 Q2	$505K	Buy	11,918 +18	+0.2%	+$750	0.18%	112
2025 Q1	$556K	Buy	11,900 +1,500	+14%	+$67.6K	0.2%	104
2024 Q4	$445K	Sell	10,400 -550	-5%	-$25K	0.16%	119
2024 Q3	$481K	Hold	10,950	–	–	0.17%	114
2024 Q2	$499K	Buy	10,950 +2,000	+22%	+$93.2K	0.19%	106
2024 Q1	$422K	Sell	8,950 -1,000	-10%	-$43K	0.15%	120
2023 Q4	$417K	Buy	9,950 +550	+6%	+$23.5K	0.16%	116
2023 Q3	$425K	Hold	9,400	–	–	0.19%	105
2023 Q2	$381K	Hold	9,400	–	–	0.16%	124
2023 Q1	$389K	Hold	9,400	–	–	0.18%	120
2022 Q4	$411K	Buy	+9,400	New	+$409K	0.19%	120

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LCNB Corp's XLE Position: Q1 2026 in Review

LCNB Corp held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 7,418 shares worth $454K. The position accounts for 0.15% of the portfolio, ranked #116.

LCNB Corp first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. The position peaked at $556K in Q1 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

LCNB Corp held 7,418 shares of State Street Energy Select Sector SPDR ETF worth $454K as of Q1 2026.
LCNB Corp left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.15% of LCNB Corp's portfolio in Q1 2026, its #116 holding.
LCNB Corp first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
LCNB Corp's State Street Energy Select Sector SPDR ETF position peaked at $556K in Q1 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on LCNB Corp's 13F filing for Q1 2026, filed 11 May 2026.