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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
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

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Orrstown Financial Services's XLE Position: Q2 2026 in Review

Orrstown Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.52% in Q2 2026, buying an estimated $2.57K and bringing the position to 8,701 shares worth $462K. The position accounts for 0.07% of the portfolio, ranked #99.

Orrstown Financial Services first reported a position in XLE in Q1 2025 and has held it in 6 quarters since. The position peaked at $530K in Q1 2026. 547 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Orrstown Financial Services held 8,701 shares of State Street Energy Select Sector SPDR ETF worth $462K as of Q2 2026.
  • Orrstown Financial Services bought 45 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.57K.
  • State Street Energy Select Sector SPDR ETF made up 0.07% of Orrstown Financial Services's portfolio in Q2 2026, its #99 holding.
  • Orrstown Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • Orrstown Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $530K in Q1 2026.
  • 547 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Orrstown Financial Services's 13F filing for Q2 2026, filed 10 Jul 2026.