Old Second National Bank of Aurora’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Old Second National Bank of Aurora’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	$1.3M	Sell	24,385 -10,739	-31%	-$614K	0.24%	73
2026 Q1	$2.15M	Sell	35,124 -34,638	-50%	-$1.86M	0.44%	64
2025 Q4	$3.12M	Buy	69,762 +1,026	+1%	+$45.7K	0.62%	44
2025 Q3	$3.07M	Sell	68,736 -56	-0.1%	-$2.45K	0.63%	44
2025 Q2	$2.92M	Buy	68,792 +284	+0.4%	+$11.8K	0.64%	42
2025 Q1	$3.2M	Sell	68,508 -24	-0%	-$1.08K	0.75%	39
2024 Q4	$2.94M	Buy	68,532 +206	+0.3%	+$9.36K	0.67%	40
2024 Q3	$3M	Sell	68,326 -272	-0.4%	-$12.2K	0.72%	41
2024 Q2	$3.13M	Sell	68,598 -1,212	-2%	-$56.5K	0.8%	38
2024 Q1	$3.3M	Sell	69,810 -764	-1%	-$32.8K	0.86%	35
2023 Q4	$2.96M	Sell	70,574 -3,286	-4%	-$141K	0.81%	41
2023 Q3	$3.34M	Sell	73,860 -1,942	-3%	-$85K	1.02%	30
2023 Q2	$3.08M	Sell	75,802 -2,530	-3%	-$103K	0.89%	35
2023 Q1	$3.24M	Sell	78,332 -9,212	-11%	-$394K	0.95%	35
2022 Q4	$3.83M	Sell	87,544 -5,808	-6%	-$253K	1.13%	26
2022 Q3	$3.36M	Sell	93,352 -948	-1%	-$35.9K	1.03%	30
2022 Q2	$3.37M	Sell	94,300 -35,308	-27%	-$1.42M	0.94%	32
2022 Q1	$4.95M	Sell	129,608 -7,398	-5%	-$256K	1.24%	20
2021 Q4	$2.69M	Buy	137,006 +1,192	+0.9%	+$33.7K	0.8%	44
2021 Q3	$3.54M	Sell	135,814 -1,496	-1%	-$37.1K	0.95%	34
2021 Q2	$3.7M	Buy	137,310 +202	+0.1%	+$5.25K	1.02%	32
2021 Q1	$3.36M	Sell	137,108 -3,946	-3%	-$91K	0.94%	36
2020 Q4	$2.67M	Buy	141,054 +3,542	+3%	+$61K	0.79%	47
2020 Q3	$2.06M	Buy	137,512 +119,742	+674%	+$2.13M	0.68%	55
2020 Q2	$336K	Sell	17,770 -29,982	-63%	-$558K	0.11%	99
2020 Q1	$694K	Buy	+47,752	New	+$1.13M	0.28%	80
2019 Q3	–	Sell	-17,952	Closed	-$572K	–	380
2019 Q2	$572K	Sell	17,952 -700	-4%	-$22.4K	0.2%	92
2019 Q1	$616K	Sell	18,652 -2,896	-13%	-$93K	0.22%	87
2018 Q4	$618K	Buy	21,548 +4,576	+27%	+$153K	0.25%	87
2018 Q3	$643K	Hold	16,972	–	–	0.23%	86
2018 Q2	$645K	Buy	16,972 +500	+3%	+$18.6K	0.25%	86
2018 Q1	$555K	Sell	16,472 -2,200	-12%	-$77.9K	0.22%	85
2017 Q4	$674K	Buy	18,672 +2,134	+13%	+$73.5K	0.27%	81
2017 Q3	$566K	Sell	16,538 -2,024	-11%	-$65.8K	0.24%	81
2017 Q2	$603K	Sell	18,562 -3,292	-15%	-$111K	0.26%	80
2017 Q1	$764K	Sell	21,854 -42,104	-66%	-$1.52M	0.34%	77
2016 Q4	$2.41M	Buy	63,958 +1,208	+2%	+$43.7K	1.08%	34
2016 Q3	$2.21M	Sell	62,750 -1,850	-3%	-$63.4K	1.02%	43
2016 Q2	$2.2M	Sell	64,600 -512	-0.8%	-$16.9K	1.03%	44
2016 Q1	$2.02M	Sell	65,112 -1,638	-2%	-$47.5K	0.97%	49
2015 Q4	$2.01M	Buy	66,750 +52,878	+381%	+$1.74M	0.98%	40
2015 Q3	$425K	Buy	13,872 +4,240	+44%	+$143K	0.21%	83
2015 Q2	$362K	Buy	9,632 +400	+4%	+$15.9K	0.16%	89
2015 Q1	$358K	Hold	9,232	–	–	0.16%	89
2014 Q4	$365K	Hold	9,232	–	–	0.16%	87
2014 Q3	$418K	Sell	9,232 -11,370	-55%	-$551K	0.2%	78
2014 Q2	$1.03M	Sell	20,602 -274	-1%	-$13K	0.51%	62
2014 Q1	$930K	Sell	20,876 -48,968	-70%	-$2.11M	0.47%	65
2013 Q4	$3.09M	Sell	69,844 -52	-0.1%	-$2.24K	1.27%	33
2013 Q3	$2.9M	Sell	69,896 -890	-1%	-$36.7K	1.32%	32
2013 Q2	$2.77M	Buy	+70,786	New	+$2.81M	1.27%	34

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Old Second National Bank of Aurora's XLE Position: Q2 2026 in Review

Old Second National Bank of Aurora reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 31% in Q2 2026, selling an estimated $614K and leaving 24,385 shares worth $1.3M. The position accounts for 0.24% of the portfolio, ranked #73.

Old Second National Bank of Aurora first reported a position in XLE in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.95M in Q1 2022. 889 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Old Second National Bank of Aurora held 24,385 shares of State Street Energy Select Sector SPDR ETF worth $1.3M as of Q2 2026.
Old Second National Bank of Aurora sold 10,739 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $614K.
State Street Energy Select Sector SPDR ETF made up 0.24% of Old Second National Bank of Aurora's portfolio in Q2 2026, its #73 holding.
Old Second National Bank of Aurora first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 51 quarters since.
Old Second National Bank of Aurora's State Street Energy Select Sector SPDR ETF position peaked at $4.95M in Q1 2022.
889 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Old Second National Bank of Aurora's 13F filing for Q2 2026, filed 21 Jul 2026.