Simmons Bank’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Simmons Bank’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	$3.1M	Buy	58,391 +2,558	+5%	+$146K	0.18%	119
2026 Q1	$3.42M	Sell	55,833 -8,013	-13%	-$430K	0.23%	102
2025 Q4	$2.85M	Sell	63,846 -3,160	-5%	-$141K	0.19%	117
2025 Q3	$2.99M	Sell	67,006 -148	-0.2%	-$6.48K	0.2%	114
2025 Q2	$2.85M	Sell	67,154 -1,708	-2%	-$71.1K	0.2%	114
2025 Q1	$3.22M	Buy	68,862 +86	+0.1%	+$3.88K	0.24%	101
2024 Q4	$2.95M	Buy	68,776 +3,514	+5%	+$160K	0.22%	107
2024 Q3	$2.87M	Sell	65,262 -444	-0.7%	-$19.8K	0.21%	112
2024 Q2	$2.99M	Sell	65,706 -230	-0.3%	-$10.7K	0.23%	100
2024 Q1	$3.11M	Buy	65,936 +5,664	+9%	+$243K	0.23%	102
2023 Q4	$2.53M	Sell	60,272 -3,608	-6%	-$154K	0.21%	112
2023 Q3	$2.89M	Buy	63,880 +1,250	+2%	+$54.7K	0.26%	96
2023 Q2	$2.54M	Buy	62,630 +4,876	+8%	+$199K	0.21%	108
2023 Q1	$2.39M	Buy	57,754 +2,952	+5%	+$126K	0.2%	113
2022 Q4	$2.4M	Buy	54,802 +2,386	+5%	+$104K	0.21%	111
2022 Q3	$1.89M	Buy	52,416 +404	+0.8%	+$15.3K	0.18%	124
2022 Q2	$1.86M	Buy	52,012 +3,378	+7%	+$136K	0.16%	137
2022 Q1	$1.86M	Buy	48,634 +5,354	+12%	+$185K	0.14%	149
2021 Q4	$1.2M	Buy	43,280 +1,674	+4%	+$47.3K	0.08%	191
2021 Q3	$1.08M	Buy	41,606 +2,158	+5%	+$53.5K	0.08%	197
2021 Q2	$1.06M	Buy	39,448 +1,728	+5%	+$44.9K	0.08%	204
2021 Q1	$926K	Sell	37,720 -4,760	-11%	-$110K	0.07%	214
2020 Q4	$805K	Buy	42,480 +3,218	+8%	+$55.5K	0.06%	227
2020 Q3	$588K	Sell	39,262 -1,066	-3%	-$18.9K	0.05%	246
2020 Q2	$763K	Sell	40,328 -60,146	-60%	-$1.12M	0.06%	205
2020 Q1	$1.46M	Buy	100,474 +62,060	+162%	+$1.47M	0.13%	135
2019 Q4	$1.15M	Sell	38,414 -1,844	-5%	-$54.7K	0.1%	165
2019 Q3	$1.19M	Buy	40,258 +3,796	+10%	+$115K	0.12%	156
2019 Q2	$1.16M	Sell	36,462 -1,388	-4%	-$44.4K	0.11%	160
2019 Q1	$1.25M	Buy	37,850 +448	+1%	+$14.4K	0.12%	155
2018 Q4	$1.07M	Sell	37,402 -370	-1%	-$12.4K	0.12%	149
2018 Q3	$1.43M	Buy	37,772 +616	+2%	+$23.1K	0.14%	138
2018 Q2	$1.41M	Buy	37,156 +1,564	+4%	+$58.1K	0.13%	138
2018 Q1	$1.2M	Buy	35,592 +9,102	+34%	+$322K	0.11%	146
2017 Q4	$957K	Buy	26,490 +356	+1%	+$12.3K	0.1%	156
2017 Q3	$894K	Buy	26,134 +1,294	+5%	+$42.1K	0.09%	167
2017 Q2	$806K	Buy	24,840 +1,878	+8%	+$63.1K	0.09%	169
2017 Q1	$803K	Buy	22,962 +412	+2%	+$14.9K	0.09%	157
2016 Q4	$849K	Buy	22,550 +358	+2%	+$12.9K	0.1%	163
2016 Q3	$783K	Sell	22,192 -54,726	-71%	-$1.88M	0.09%	164
2016 Q2	$2.62M	Buy	76,918 +3,124	+4%	+$103K	0.29%	69
2016 Q1	$2.28M	Buy	+73,794	New	+$2.14M	0.25%	80

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Simmons Bank's XLE Position: Q2 2026 in Review

Simmons Bank increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.6% in Q2 2026, buying an estimated $146K and bringing the position to 58,391 shares worth $3.1M. The position accounts for 0.18% of the portfolio, ranked #119.

Simmons Bank first reported a position in XLE in Q1 2016 and has held it in 42 quarters since. The position peaked at $3.42M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Simmons Bank held 58,391 shares of State Street Energy Select Sector SPDR ETF worth $3.1M as of Q2 2026.
Simmons Bank bought 2,558 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $146K.
State Street Energy Select Sector SPDR ETF made up 0.18% of Simmons Bank's portfolio in Q2 2026, its #119 holding.
Simmons Bank first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and has held it in 42 quarters since.
Simmons Bank's State Street Energy Select Sector SPDR ETF position peaked at $3.42M in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.