Midwest Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Midwest Trust’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	$2.65M	Sell	49,896 -1,564	-3%	-$89.4K	0.03%	272
2026 Q1	$3.15M	Buy	51,460 +1,432	+3%	+$76.8K	0.04%	243
2025 Q4	$2.24M	Buy	50,028 +214	+0.4%	+$9.53K	0.03%	275
2025 Q3	$2.23M	Sell	49,814 -620	-1%	-$27.1K	0.03%	275
2025 Q2	$2.14M	Buy	+50,434	New	+$2.1M	0.03%	276

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

Midwest Trust's XLE Position: Q2 2026 in Review

Midwest Trust reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3% in Q2 2026, selling an estimated $89.4K and leaving 49,896 shares worth $2.65M. The position accounts for 0.03% of the portfolio, ranked #272.

Midwest Trust first reported a position in XLE in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.15M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Midwest Trust held 49,896 shares of State Street Energy Select Sector SPDR ETF worth $2.65M as of Q2 2026.
Midwest Trust sold 1,564 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $89.4K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Midwest Trust's portfolio in Q2 2026, its #272 holding.
Midwest Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's State Street Energy Select Sector SPDR ETF position peaked at $3.15M 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 Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.