Sanibel Captiva Trust Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.18M Buy
22,225
+256
+1% +$14.6K 0.03% 243
2026
Q1
$1.35M Buy
21,969
+1,345
+7% +$72.1K 0.04% 216
2025
Q4
$922K Buy
20,624
+240
+1% +$10.7K 0.03% 235
2025
Q3
$911K Buy
20,384
+220
+1% +$9.63K 0.03% 237
2025
Q2
$855K Sell
20,164
-936
-4% -$39K 0.03% 238
2025
Q1
$986K Buy
21,100
+340
+2% +$15.3K 0.03% 229
2024
Q4
$889K Sell
20,760
-600
-3% -$27.3K 0.03% 227
2024
Q3
$938K Sell
21,360
-2,000
-9% -$89.4K 0.03% 223
2024
Q2
$1.06M Buy
23,360
+1,730
+8% +$80.6K 0.04% 203
2024
Q1
$1.02M Sell
21,630
-14,560
-40% -$625K 0.03% 202
2023
Q4
$1.52M Buy
+36,190
New +$1.55M 0.06% 165

Other funds holding XLE

Sanibel Captiva Trust Company's XLE Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.2% in Q2 2026, buying an estimated $14.6K and bringing the position to 22,225 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #243.

Sanibel Captiva Trust Company first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q4 2023. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Sanibel Captiva Trust Company held 22,225 shares of State Street Energy Select Sector SPDR ETF worth $1.18M as of Q2 2026.
  • Sanibel Captiva Trust Company bought 256 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $14.6K.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #243 holding.
  • Sanibel Captiva Trust Company first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Sanibel Captiva Trust Company's State Street Energy Select Sector SPDR ETF position peaked at $1.52M in Q4 2023.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.