Washington Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Washington 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	$3.51M	Buy	57,262 +249	+0.4%	+$13.4K	0.12%	109
2025 Q4	$2.55M	Sell	57,013 -993	-2%	-$44.2K	0.08%	118
2025 Q3	$2.59M	Sell	58,006 -2,380	-4%	-$104K	0.09%	118
2025 Q2	$2.56M	Sell	60,386 -550	-0.9%	-$22.9K	0.09%	118
2025 Q1	$2.85M	Sell	60,936 -2,528	-4%	-$114K	0.11%	113
2024 Q4	$2.72M	Sell	63,464 -3,890	-6%	-$177K	0.1%	116
2024 Q3	$2.96M	Sell	67,354 -1,642	-2%	-$73.4K	0.1%	116
2024 Q2	$3.14M	Sell	68,996 -2,240	-3%	-$104K	0.12%	112
2024 Q1	$3.36M	Sell	71,236 -938	-1%	-$40.3K	0.12%	113
2023 Q4	$3.03M	Buy	72,174 +28,908	+67%	+$1.24M	0.12%	115
2023 Q3	$1.96M	Buy	43,266 +6,252	+17%	+$274K	0.09%	117
2023 Q2	$1.5M	Buy	37,014 +2,000	+6%	+$81.5K	0.06%	123
2023 Q1	$1.45M	Buy	35,014 +1,342	+4%	+$57.4K	0.07%	123
2022 Q4	$1.47M	Sell	33,672 -952	-3%	-$41.4K	0.07%	120
2022 Q3	$1.25M	Buy	34,624 +12,886	+59%	+$487K	0.06%	120
2022 Q2	$777K	Buy	21,738 +16,402	+307%	+$658K	0.04%	143
2022 Q1	$204K	Buy	5,336 +1,206	+29%	+$41.8K	0.01%	255
2021 Q4	$115K	Buy	4,130 +170	+4%	+$4.8K	﹤0.01%	318
2021 Q3	$103K	Hold	3,960	–	–	﹤0.01%	398
2021 Q2	$107K	Buy	3,960 +400	+11%	+$10.4K	﹤0.01%	394
2021 Q1	$87K	Buy	3,560 +2,000	+128%	+$46.1K	﹤0.01%	414
2020 Q4	$30K	Buy	1,560 +1,324	+561%	+$22.8K	﹤0.01%	601
2020 Q3	$4K	Hold	236	–	–	﹤0.01%	826
2020 Q2	$4K	Hold	236	–	–	﹤0.01%	732
2020 Q1	$3K	Buy	+236	New	+$5.6K	﹤0.01%	810
2018 Q3	–	Sell	-708	Closed	-$27K	–	830
2018 Q2	$27K	Buy	+708	New	+$26.3K	﹤0.01%	520

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

Washington Trust's XLE Position: Q1 2026 in Review

Washington Trust increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.44% in Q1 2026, buying an estimated $13.4K and bringing the position to 57,262 shares worth $3.51M. The position accounts for 0.12% of the portfolio, ranked #109.

Washington Trust first reported a position in XLE in Q2 2018 and has held it in 26 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Washington Trust held 57,262 shares of State Street Energy Select Sector SPDR ETF worth $3.51M as of Q1 2026.
Washington Trust bought 249 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $13.4K.
State Street Energy Select Sector SPDR ETF made up 0.12% of Washington Trust's portfolio in Q1 2026, its #109 holding.
Washington Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and has held it in 26 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Washington Trust's 13F filing for Q1 2026, filed 6 Apr 2026.