Parkside Financial Bank & Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Parkside Financial Bank & Trust’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 Q1	$1.09M	Sell	17,850 -2,218	-11%	-$119K	0.08%	145
2025 Q4	$897K	Buy	20,068 +3,168	+19%	+$141K	0.07%	164
2025 Q3	$755K	Sell	16,900 -1,006	-6%	-$44K	0.06%	193
2025 Q2	$759K	Buy	17,906 +344	+2%	+$14.3K	0.08%	180
2025 Q1	$821K	Buy	17,562 +240	+1%	+$10.8K	0.1%	147
2024 Q4	$742K	Sell	17,322 -1,058	-6%	-$48.1K	0.1%	153
2024 Q3	$807K	Buy	18,380 +302	+2%	+$13.5K	0.11%	138
2024 Q2	$824K	Hold	18,078	–	–	0.13%	126
2024 Q1	$853K	Buy	18,078 +6	+0%	+$258	0.14%	127
2023 Q4	$758K	Buy	18,072 +830	+5%	+$35.5K	0.14%	122
2023 Q3	$779K	Sell	17,242 -1,268	-7%	-$55.5K	0.18%	96
2023 Q2	$751K	Buy	18,510 +912	+5%	+$37.1K	0.18%	96
2023 Q1	$729K	Hold	17,598	–	–	0.2%	91
2022 Q4	$770K	Sell	17,598 -408	-2%	-$17.8K	0.22%	78
2022 Q3	$648K	Hold	18,006	–	–	0.21%	79
2022 Q2	$644K	Hold	18,006	–	–	0.2%	89
2022 Q1	$688K	Hold	18,006	–	–	0.18%	86
2021 Q4	$500K	Buy	18,006 +17,968	+47,284%	+$508K	0.12%	129
2021 Q3	$1K	Hold	38	–	–	﹤0.01%	1727
2021 Q2	$1K	Hold	38	–	–	﹤0.01%	1686
2021 Q1	$1K	Buy	+38	New	+$877	﹤0.01%	1656
2020 Q3	–	Sell	-290	Closed	-$6K	–	1672
2020 Q2	$6K	Buy	290 +4	+1%	+$74	﹤0.01%	915
2020 Q1	$4K	Buy	286 +12	+4%	+$285	﹤0.01%	956
2019 Q4	$8K	Buy	274 +4	+1%	+$119	﹤0.01%	853
2019 Q3	$8K	Buy	270 +2	+0.7%	+$60	﹤0.01%	837
2019 Q2	$9K	Buy	268 +2	+0.8%	+$64	﹤0.01%	833
2019 Q1	$9K	Buy	266 +2	+0.8%	+$64	﹤0.01%	822
2018 Q4	$8K	Buy	264 +2	+0.8%	+$67	﹤0.01%	815
2018 Q3	$10K	Sell	262 -6	-2%	-$225	﹤0.01%	774
2018 Q2	$10K	Buy	268 +10	+4%	+$372	﹤0.01%	759
2018 Q1	$9K	Buy	258 +2	+0.8%	+$71	﹤0.01%	760
2017 Q4	$9K	Buy	+256	New	+$8.81K	﹤0.01%	768
2016 Q4	–	Sell	-3,382	Closed	-$119K	–	1502
2016 Q3	$119K	Sell	3,382 -882	-21%	-$30.2K	0.05%	211
2016 Q2	$145K	Buy	4,264 +274	+7%	+$9.04K	0.07%	180
2016 Q1	$123K	Buy	3,990 +40	+1%	+$1.16K	0.06%	194
2015 Q4	$119K	Buy	3,950 +298	+8%	+$9.81K	0.06%	198
2015 Q3	$112K	Buy	+3,652	New	+$123K	0.06%	189

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Parkside Financial Bank & Trust's XLE Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q1 2026, selling an estimated $119K and leaving 17,850 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #145.

Parkside Financial Bank & Trust first reported a position in XLE in Q3 2015 and has held it in 37 quarters since. 2,107 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Parkside Financial Bank & Trust held 17,850 shares of State Street Energy Select Sector SPDR ETF worth $1.09M as of Q1 2026.
Parkside Financial Bank & Trust sold 2,218 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $119K.
State Street Energy Select Sector SPDR ETF made up 0.08% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #145 holding.
Parkside Financial Bank & Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2015 and has held it in 37 quarters since.
2,107 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.