Old Point Trust & Financial Services N A’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Old Point Trust & Financial Services N A’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	$38.2K	Buy	+720	New	+$41.2K	0.01%	203
2025 Q4	–	Sell	-400	Closed	-$17.9K	–	350
2025 Q3	$17.9K	Hold	400	–	–	0.01%	234
2025 Q2	$17K	Hold	400	–	–	0.01%	233
2025 Q1	$18.7K	Hold	400	–	–	0.01%	244
2024 Q4	$17.1K	Buy	+400	New	+$18.2K	0.01%	242

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

Old Point Trust & Financial Services N A's XLE Position: Q2 2026 in Review

Old Point Trust & Financial Services N A opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 720 shares worth $38.2K. The stake represents 0.01% of the portfolio and ranks #203 among its holdings. This is a return to the name: Old Point Trust & Financial Services N A previously reported a position in XLE as recently as Q3 2025.

Old Point Trust & Financial Services N A first reported a position in XLE in Q4 2024 and has held it in 5 quarters since. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Old Point Trust & Financial Services N A held 720 shares of State Street Energy Select Sector SPDR ETF worth $38.2K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Old Point Trust & Financial Services N A position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #203 holding.
Old Point Trust & Financial Services N A first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.