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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$785K Buy
+14,781
New +$845K 0.16% 97
2025
Q2
Sell
-27,952
Closed -$1.31M 115
2025
Q1
$1.31M Sell
27,952
-1,582
-5% -$71.3K 0.34% 92
2024
Q4
$1.26M Sell
29,534
-362
-1% -$16.5K 0.33% 93
2024
Q3
$1.31M Sell
29,896
-3,268
-10% -$146K 0.34% 92
2024
Q2
$1.51M Sell
33,164
-2,424
-7% -$113K 0.43% 91
2024
Q1
$1.68M Sell
35,588
-3,930
-10% -$169K 0.48% 91
2023
Q4
$1.66M Buy
+39,518
New +$1.69M 0.54% 90

Other funds holding XLE

Morton Community Bank's XLE Position: Q2 2026 in Review

Morton Community Bank opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 14,781 shares worth $785K. The stake represents 0.16% of the portfolio and ranks #97 among its holdings. This is a return to the name: Morton Community Bank previously reported a position in XLE as recently as Q1 2025.

Morton Community Bank first reported a position in XLE in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.68M in Q1 2024. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Morton Community Bank held 14,781 shares of State Street Energy Select Sector SPDR ETF worth $785K as of Q2 2026.
  • State Street Energy Select Sector SPDR ETF was a new Morton Community Bank position in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.16% of Morton Community Bank's portfolio in Q2 2026, its #97 holding.
  • Morton Community Bank first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 7 quarters since.
  • Morton Community Bank's State Street Energy Select Sector SPDR ETF position peaked at $1.68M in Q1 2024.
  • 2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.