Security National Bank of So Dak’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
2025
Q1
Sell
-8,520
Closed -$365K 117
2024
Q4
$365K Buy
+8,520
New +$387K 0.2% 83

Other funds holding XLE

Security National Bank of So Dak's XLE Position: Q1 2025 in Review

Security National Bank of So Dak sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025, closing a stake of 8,520 shares — an estimated $365K sold.

Security National Bank of So Dak first reported a position in XLE in Q4 2024 and held it in 1 quarter. The position peaked at $365K in Q4 2024. 1,840 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

  • Security National Bank of So Dak reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Security National Bank of So Dak sold 8,520 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $365K.
  • Security National Bank of So Dak first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Security National Bank of So Dak's State Street Energy Select Sector SPDR ETF position peaked at $365K in Q4 2024.
  • 1,840 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Security National Bank of So Dak's 13F filing for Q1 2025, filed 29 Apr 2025.