Stock Yards Bank & Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Stock Yards Bank & 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	$937K	Buy	15,301 +545	+4%	+$29.2K	0.03%	219
2025 Q4	$660K	Buy	14,756 +700	+5%	+$31.2K	0.02%	251
2025 Q3	$628K	Buy	14,056 +298	+2%	+$13K	0.02%	255
2025 Q2	$583K	Buy	13,758 +978	+8%	+$40.7K	0.02%	254
2025 Q1	$597K	Buy	12,780 +600	+5%	+$27.1K	0.02%	243
2024 Q4	$522K	Sell	12,180 -9,190	-43%	-$418K	0.02%	257
2024 Q3	$938K	Buy	21,370 +60	+0.3%	+$2.68K	0.03%	219
2024 Q2	$971K	Sell	21,310 -360	-2%	-$16.8K	0.03%	218
2024 Q1	$1.02M	Buy	21,670 +574	+3%	+$24.7K	0.03%	221
2023 Q4	$884K	Sell	21,096 -310	-1%	-$13.3K	0.03%	225
2023 Q3	$967K	Sell	21,406 -170	-0.8%	-$7.44K	0.04%	213
2023 Q2	$876K	Sell	21,576 -1,556	-7%	-$63.4K	0.03%	220
2023 Q1	$958K	Sell	23,132 -7,956	-26%	-$340K	0.04%	222
2022 Q4	$1.36M	Buy	31,088 +7,510	+32%	+$327K	0.05%	200
2022 Q3	$849K	Sell	23,578 -4,420	-16%	-$167K	0.04%	226
2022 Q2	$1M	Buy	27,998 +17,854	+176%	+$716K	0.04%	213
2022 Q1	$388K	Buy	10,144 +100	+1%	+$3.46K	0.02%	195
2021 Q4	$279K	Sell	10,044 -2,992	-23%	-$84.5K	0.01%	234
2021 Q3	$340K	Buy	13,036 +2,800	+27%	+$69.4K	0.02%	188
2021 Q2	$276K	Hold	10,236	–	–	0.02%	211
2021 Q1	$251K	Sell	10,236 -4,644	-31%	-$107K	0.02%	218
2020 Q4	$282K	Buy	+14,880	New	+$256K	0.02%	200
2018 Q1	–	Sell	-20,412	Closed	-$737K	–	235
2017 Q4	$737K	Buy	+20,412	New	+$703K	0.08%	122
2016 Q1	–	Sell	-16,136	Closed	-$487K	–	215
2015 Q4	$487K	Buy	+16,136	New	+$531K	0.07%	144
2015 Q3	–	Sell	-12,112	Closed	-$455K	–	222
2015 Q2	$455K	Sell	12,112 -3,002	-20%	-$119K	0.06%	152
2015 Q1	$586K	Sell	15,114 -2,234	-13%	-$86.5K	0.08%	135
2014 Q4	$687K	Buy	+17,348	New	+$721K	0.1%	127

Other funds holding XLE

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

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

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

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

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

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

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 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

Stock Yards Bank & Trust's XLE Position: Q1 2026 in Review

Stock Yards Bank & Trust increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.7% in Q1 2026, buying an estimated $29.2K and bringing the position to 15,301 shares worth $937K. The position accounts for 0.03% of the portfolio, ranked #219.

Stock Yards Bank & Trust first reported a position in XLE in Q4 2014 and has held it in 27 quarters since. The position peaked at $1.36M in Q4 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Stock Yards Bank & Trust held 15,301 shares of State Street Energy Select Sector SPDR ETF worth $937K as of Q1 2026.
Stock Yards Bank & Trust bought 545 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $29.2K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Stock Yards Bank & Trust's portfolio in Q1 2026, its #219 holding.
Stock Yards Bank & Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 27 quarters since.
Stock Yards Bank & Trust's State Street Energy Select Sector SPDR ETF position peaked at $1.36M in Q4 2022.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q1 2026, filed 24 Apr 2026.