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

Tompkins Financial’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	-438	Closed	-$20.5K	–	581
2025 Q1	$20.5K	Buy	+438	New	+$19.7K	﹤0.01%	400
2024 Q4	–	Sell	-2,400	Closed	-$105K	–	602
2024 Q3	$105K	Hold	2,400	–	–	0.01%	263
2024 Q2	$109K	Sell	2,400 -100	-4%	-$4.66K	0.01%	262
2024 Q1	$118K	Buy	2,500 +100	+4%	+$4.29K	0.01%	256
2023 Q4	$101K	Hold	2,400	–	–	0.01%	270
2023 Q3	$108K	Sell	2,400 -1,200	-33%	-$52.5K	0.02%	238
2023 Q2	$146K	Hold	3,600	–	–	0.02%	212
2023 Q1	$149K	Hold	3,600	–	–	0.02%	212
2022 Q4	$157K	Hold	3,600	–	–	0.02%	211
2022 Q3	$130K	Hold	3,600	–	–	0.02%	223
2022 Q2	$129K	Hold	3,600	–	–	0.02%	225
2022 Q1	$138K	Buy	+3,600	New	+$125K	0.02%	237
2019 Q2	–	Sell	-800	Closed	-$26K	–	406
2019 Q1	$26K	Buy	+800	New	+$25.7K	﹤0.01%	296
2016 Q2	–	Sell	-764	Closed	-$24K	–	575
2016 Q1	$24K	Buy	+764	New	+$22.2K	0.01%	314

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

Tompkins Financial's XLE Position: Q2 2025 in Review

Tompkins Financial sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 438 shares — an estimated $20.5K sold.

Tompkins Financial first reported a position in XLE in Q1 2016 and held it in 14 quarters. The position peaked at $157K in Q4 2022. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Tompkins Financial reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Tompkins Financial sold 438 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $20.5K.
Tompkins Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and held it in 14 quarters.
Tompkins Financial's State Street Energy Select Sector SPDR ETF position peaked at $157K 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 Tompkins Financial's 13F filing for Q2 2025, filed 10 Jul 2025.