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

STAR Financial 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
2025 Q2	–	Sell	-4,466	Closed	-$209K	–	117
2025 Q1	$209K	Sell	4,466 -572	-11%	-$25.8K	0.15%	101
2024 Q4	$216K	Buy	5,038 +250	+5%	+$11.4K	0.16%	103
2024 Q3	$210K	Sell	4,788 -3,584	-43%	-$160K	0.14%	116
2024 Q2	$382K	Hold	8,372	–	–	0.29%	80
2024 Q1	$395K	Hold	8,372	–	–	0.34%	73
2023 Q4	$351K	Hold	8,372	–	–	0.32%	74
2023 Q3	$378K	Sell	8,372 -768	-8%	-$33.6K	0.39%	60
2023 Q2	$371K	Hold	9,140	–	–	0.35%	68
2023 Q1	$379K	Hold	9,140	–	–	0.37%	65
2022 Q4	$400K	Buy	+9,140	New	+$398K	0.4%	62

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

STAR Financial Bank's XLE Position: Q2 2025 in Review

STAR Financial Bank sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 4,466 shares — an estimated $209K sold.

STAR Financial Bank first reported a position in XLE in Q4 2022 and held it in 10 quarters. The position peaked at $400K in Q4 2022. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

STAR Financial Bank reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
STAR Financial Bank sold 4,466 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $209K.
STAR Financial Bank first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 10 quarters.
STAR Financial Bank's State Street Energy Select Sector SPDR ETF position peaked at $400K in Q4 2022.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on STAR Financial Bank's 13F filing for Q2 2025, filed 14 Aug 2025.