Orrstown Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Orrstown Financial Services’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 Q3	$506K	Sell	8,235 -466	-5%	-$28.2K	0.08%	94
2026 Q2	$462K	Buy	8,701 +45	+0.5%	+$2.57K	0.07%	99
2026 Q1	$530K	Sell	8,656 -296	-3%	-$15.9K	0.09%	90
2025 Q4	$400K	Buy	8,952 +76	+0.9%	+$3.38K	0.07%	103
2025 Q3	$396K	Buy	8,876 +2,136	+32%	+$93.5K	0.07%	109
2025 Q2	$286K	Buy	6,740 +1,360	+25%	+$56.6K	0.06%	119
2025 Q1	$251K	Buy	+5,380	New	+$243K	0.06%	113

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Orrstown Financial Services's XLE Position: Q3 2026 in Review

Orrstown Financial Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.4% in Q3 2026, selling an estimated $28.2K and leaving 8,235 shares worth $506K. The position accounts for 0.08% of the portfolio, ranked #94.

Orrstown Financial Services first reported a position in XLE in Q1 2025 and has held it in 7 quarters since. The position peaked at $530K in Q1 2026. 1,480 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Orrstown Financial Services held 8,235 shares of State Street Energy Select Sector SPDR ETF worth $506K as of Q3 2026.
Orrstown Financial Services sold 466 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $28.2K.
State Street Energy Select Sector SPDR ETF made up 0.08% of Orrstown Financial Services's portfolio in Q3 2026, its #94 holding.
Orrstown Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 7 quarters since.
Orrstown Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $530K in Q1 2026.
1,480 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Orrstown Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.