Trust Company of Vermont’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Trust Company of Vermont’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 Q4	$37.6K	Sell	840 -90	-10%	-$4.01K	﹤0.01%	620
2025 Q3	$41.5K	Buy	930 +90	+11%	+$3.94K	﹤0.01%	588
2025 Q2	$35.6K	Sell	840 -458	-35%	-$19.1K	﹤0.01%	602
2025 Q1	$60.6K	Hold	1,298	–	–	﹤0.01%	498
2024 Q4	$55.6K	Hold	1,298	–	–	﹤0.01%	512
2024 Q3	$57K	Hold	1,298	–	–	﹤0.01%	503
2024 Q2	$59.2K	Hold	1,298	–	–	﹤0.01%	471
2024 Q1	$61.3K	Buy	1,298 +202	+18%	+$8.68K	﹤0.01%	464
2023 Q4	$45.9K	Hold	1,096	–	–	﹤0.01%	441
2023 Q3	$49.5K	Hold	1,096	–	–	﹤0.01%	459
2023 Q2	$44.5K	Hold	1,096	–	–	﹤0.01%	496
2023 Q1	$45.4K	Hold	1,096	–	–	﹤0.01%	507
2022 Q4	$47.9K	Hold	1,096	–	–	﹤0.01%	488
2022 Q3	$39K	Buy	1,096 +256	+30%	+$9.68K	﹤0.01%	524
2022 Q2	$30K	Buy	+840	New	+$33.7K	﹤0.01%	532
2022 Q1	–	Sell	-840	Closed	-$23K	–	757
2021 Q4	$23K	Buy	+840	New	+$23.7K	﹤0.01%	571
2020 Q3	–	Sell	-400	Closed	-$8K	–	792
2020 Q2	$8K	Sell	400 -4,476	-92%	-$83.2K	﹤0.01%	654
2020 Q1	$71K	Buy	4,876 +200	+4%	+$4.74K	0.01%	394
2019 Q4	$140K	Hold	4,676	–	–	0.01%	358
2019 Q3	$138K	Hold	4,676	–	–	0.01%	367
2019 Q2	$149K	Buy	4,676 +1,040	+29%	+$33.3K	0.01%	358
2019 Q1	$120K	Hold	3,636	–	–	0.01%	380
2018 Q4	$104K	Hold	3,636	–	–	0.01%	379
2018 Q3	$138K	Hold	3,636	–	–	0.01%	372
2018 Q2	$138K	Hold	3,636	–	–	0.01%	374
2018 Q1	$123K	Hold	3,636	–	–	0.01%	372
2017 Q4	$131K	Hold	3,636	–	–	0.01%	376
2017 Q3	$124K	Hold	3,636	–	–	0.01%	379
2017 Q2	$118K	Hold	3,636	–	–	0.01%	390
2017 Q1	$127K	Buy	3,636 +66	+2%	+$2.39K	0.01%	370
2016 Q4	$134K	Hold	3,570	–	–	0.02%	357
2016 Q3	$126K	Buy	+3,570	New	+$122K	0.02%	322
2015 Q1	–	Sell	-100	Closed	-$4K	–	802
2014 Q4	$4K	Buy	+100	New	+$4.16K	﹤0.01%	749
2014 Q2	–	Sell	-200	Closed	-$9K	–	750
2014 Q1	$9K	Hold	200	–	–	﹤0.01%	631
2013 Q4	$9K	Hold	200	–	–	﹤0.01%	607
2013 Q3	$8K	Sell	200 -200	-50%	-$8.24K	﹤0.01%	608
2013 Q2	$16K	Buy	+400	New	+$15.9K	﹤0.01%	501

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

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

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

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Trust Company of Vermont's XLE Position: Q4 2025 in Review

Trust Company of Vermont reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.7% in Q4 2025, selling an estimated $4.01K and leaving 840 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Trust Company of Vermont first reported a position in XLE in Q2 2013 and has held it in 37 quarters since. The position peaked at $149K in Q2 2019. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Trust Company of Vermont held 840 shares of State Street Energy Select Sector SPDR ETF worth $37.6K as of Q4 2025.
Trust Company of Vermont sold 90 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $4.01K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #620 holding.
Trust Company of Vermont first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 37 quarters since.
Trust Company of Vermont's State Street Energy Select Sector SPDR ETF position peaked at $149K in Q2 2019.
1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.