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Plimoth Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Plimoth 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 		$440K Buy
7,189
+996
+16% +$53.4K 0.1% 125
2025
Q4 		$277K Sell
6,193
-125
-2% -$5.57K 0.06% 152
2025
Q3 		$282K Sell
6,318
-2,630
-29% -$115K 0.06% 153
2025
Q2 		$379K Sell
8,948
-474
-5% -$19.7K 0.09% 136
2025
Q1 		$440K Sell
9,422
-1,746
-16% -$78.7K 0.11% 124
2024
Q4 		$478K Sell
11,168
-1,018
-8% -$46.3K 0.12% 124
2024
Q3 		$535K Buy
12,186
+1,872
+18% +$83.7K 0.13% 119
2024
Q2 		$470K Sell
10,314
-472
-4% -$22K 0.13% 119
2024
Q1 		$509K Sell
10,786
-18
-0.2% -$773 0.14% 117
2023
Q4 		$453K Sell
10,804
-330
-3% -$14.1K 0.13% 124
2023
Q3 		$503K Sell
11,134
-558
-5% -$24.4K 0.16% 114
2023
Q2 		$475K Sell
11,692
-514
-4% -$20.9K 0.14% 118
2023
Q1 		$506K Sell
12,206
-662
-5% -$28.3K 0.16% 118
2022
Q4 		$563K Buy
12,868
+190
+1% +$8.27K 0.18% 120
2022
Q3 		$457K Buy
12,678
+908
+8% +$34.3K 0.16% 124
2022
Q2 		$421K Sell
11,770
-512
-4% -$20.5K 0.13% 129
2022
Q1 		$469K Buy
12,282
+968
+9% +$33.5K 0.12% 131
2021
Q4 		$314K Buy
11,314
+2,684
+31% +$75.8K 0.08% 149
2021
Q3 		$225K Sell
8,630
-658
-7% -$16.3K 0.06% 159
2021
Q2 		$250K Buy
+9,288
New +$242K 0.07% 157
2020
Q1 		– Sell
-13,204
Closed -$397K – 173
2019
Q4 		$397K Buy
13,204
+148
+1% +$4.39K 0.13% 146
2019
Q3 		$386K Buy
13,056
+162
+1% +$4.9K 0.13% 157
2019
Q2 		$411K Buy
12,894
+2,242
+21% +$71.8K 0.14% 152
2019
Q1 		$352K Buy
10,652
+416
+4% +$13.4K 0.12% 156
2018
Q4 		$293K Buy
10,236
+396
+4% +$13.3K 0.11% 163
2018
Q3 		$373K Buy
9,840
+848
+9% +$31.8K 0.12% 156
2018
Q2 		$342K Buy
8,992
+80
+0.9% +$2.97K 0.12% 161
2018
Q1 		$300K Sell
8,912
-840
-9% -$29.7K 0.1% 169
2017
Q4 		$353K Buy
+9,752
New +$336K 0.13% 148

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Plimoth Trust's XLE Position: Q1 2026 in Review

Plimoth Trust increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 16% in Q1 2026, buying an estimated $53.4K and bringing the position to 7,189 shares worth $440K. The position accounts for 0.1% of the portfolio, ranked #125.

Plimoth Trust first reported a position in XLE in Q4 2017 and has held it in 29 quarters since. The position peaked at $563K in Q4 2022. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Plimoth Trust held 7,189 shares of State Street Energy Select Sector SPDR ETF worth $440K as of Q1 2026.
  • Plimoth Trust bought 996 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $53.4K.
  • State Street Energy Select Sector SPDR ETF made up 0.1% of Plimoth Trust's portfolio in Q1 2026, its #125 holding.
  • Plimoth Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 29 quarters since.
  • Plimoth Trust's State Street Energy Select Sector SPDR ETF position peaked at $563K in Q4 2022.
  • 2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.