Missouri Trust & Investment Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Missouri Trust & Investment Company’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	$218K	Hold	3,666	–	–	0.06%	139
2026 Q1	$225K	Hold	3,666	–	–	0.07%	132
2025 Q4	$164K	Sell	3,666 -234	-6%	-$10.4K	0.05%	146
2025 Q3	$174K	Buy	3,900 +668	+21%	+$29.2K	0.05%	141
2025 Q2	$137K	Buy	3,232 +532	+20%	+$22.2K	0.04%	141
2025 Q1	$126K	Hold	2,700	–	–	0.04%	140
2024 Q4	$116K	Buy	2,700 +1,620	+150%	+$73.6K	0.04%	148
2024 Q3	$47.4K	Buy	1,080 +180	+20%	+$8.05K	0.02%	213
2024 Q2	$41K	Hold	900	–	–	0.02%	220
2024 Q1	$42.5K	Buy	900 +200	+29%	+$8.59K	0.02%	221
2023 Q4	$29.3K	Hold	700	–	–	0.01%	239
2023 Q3	$31.6K	Hold	700	–	–	0.01%	222
2023 Q2	$28.4K	Buy	700 +200	+40%	+$8.15K	0.02%	241
2023 Q1	$20.7K	Hold	500	–	–	0.01%	217
2022 Q4	$22K	Hold	500	–	–	0.01%	214
2022 Q3	$18K	Buy	+500	New	+$18.9K	0.01%	222

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

Missouri Trust & Investment Company's XLE Position: Q2 2026 in Review

Missouri Trust & Investment Company held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 3,666 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #139.

Missouri Trust & Investment Company first reported a position in XLE in Q3 2022 and has held it in 16 quarters since. The position peaked at $225K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Missouri Trust & Investment Company held 3,666 shares of State Street Energy Select Sector SPDR ETF worth $218K as of Q2 2026.
Missouri Trust & Investment Company left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.06% of Missouri Trust & Investment Company's portfolio in Q2 2026, its #139 holding.
Missouri Trust & Investment Company first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Missouri Trust & Investment Company's State Street Energy Select Sector SPDR ETF position peaked at $225K in Q1 2026.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.