Perkins Coie Trust Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Perkins Coie Trust Company’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	$16.7K	Hold	314	–	–	﹤0.01%	217
2026 Q1	$19.2K	Hold	314	–	–	﹤0.01%	203
2025 Q4	$14K	Hold	314	–	–	﹤0.01%	219
2025 Q3	$14K	Sell	314 -1,628	-84%	-$71.3K	﹤0.01%	216
2025 Q2	$82.3K	Hold	1,942	–	–	0.01%	163
2025 Q1	$90.7K	Hold	1,942	–	–	0.02%	153
2024 Q4	$83.2K	Hold	1,942	–	–	0.02%	151
2024 Q3	$85.3K	Hold	1,942	–	–	0.02%	164
2024 Q2	$88.5K	Hold	1,942	–	–	0.02%	158
2024 Q1	$91.7K	Hold	1,942	–	–	0.02%	136
2023 Q4	$81.4K	Hold	1,942	–	–	0.02%	140
2023 Q3	$87.8K	Buy	+1,942	New	+$85K	0.02%	137
2019 Q2	–	Sell	-200	Closed	-$7K	–	339
2019 Q1	$7K	Buy	+200	New	+$6.42K	﹤0.01%	266

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Perkins Coie Trust Company's XLE Position: Q2 2026 in Review

Perkins Coie Trust Company held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 314 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Perkins Coie Trust Company first reported a position in XLE in Q1 2019 and has held it in 13 quarters since. The position peaked at $91.7K in Q1 2024. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Perkins Coie Trust Company held 314 shares of State Street Energy Select Sector SPDR ETF worth $16.7K as of Q2 2026.
Perkins Coie Trust Company left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Perkins Coie Trust Company's portfolio in Q2 2026, its #217 holding.
Perkins Coie Trust Company first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and has held it in 13 quarters since.
Perkins Coie Trust Company's State Street Energy Select Sector SPDR ETF position peaked at $91.7K in Q1 2024.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.