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

WhitTier Trust Company’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 Q2	$1.15M	Sell	20,965 -9,159	-30%	-$524K	0.02%	284
2026 Q1	$1.8M	Sell	30,124 -4,933	-14%	-$265K	0.04%	241
2025 Q4	$1.6M	Buy	35,057 +5,703	+19%	+$254K	0.03%	244
2025 Q3	$1.3M	Sell	29,354 -4,490	-13%	-$197K	0.03%	263
2025 Q2	$1.44M	Buy	33,844 +27,442	+429%	+$1.14M	0.03%	271
2025 Q1	$299K	Buy	6,402 +3,050	+91%	+$138K	0.01%	466
2024 Q4	$144K	Hold	3,352	–	–	﹤0.01%	548
2024 Q3	$147K	Hold	3,352	–	–	﹤0.01%	534
2024 Q2	$153K	Hold	3,352	–	–	﹤0.01%	502
2024 Q1	$158K	Buy	3,352 +816	+32%	+$35.1K	﹤0.01%	501
2023 Q4	$106K	Hold	2,536	–	–	﹤0.01%	556
2023 Q3	$115K	Sell	2,536 -150	-6%	-$6.56K	﹤0.01%	525
2023 Q2	$109K	Buy	2,686 +796	+42%	+$32.4K	﹤0.01%	556
2023 Q1	$78.3K	Buy	1,890 +80	+4%	+$3.42K	﹤0.01%	592
2022 Q4	$79.2K	Hold	1,810	–	–	﹤0.01%	592
2022 Q3	$65K	Hold	1,810	–	–	﹤0.01%	628
2022 Q2	$65K	Sell	1,810 -232	-11%	-$9.31K	﹤0.01%	627
2022 Q1	$78K	Buy	2,042 +232	+13%	+$8.04K	﹤0.01%	605
2021 Q4	$50K	Hold	1,810	–	–	﹤0.01%	675
2021 Q3	$47K	Sell	1,810 -90	-5%	-$2.23K	﹤0.01%	685
2021 Q2	$51K	Hold	1,900	–	–	﹤0.01%	653
2021 Q1	$47K	Sell	1,900 -90	-5%	-$2.08K	﹤0.01%	651
2020 Q4	$38K	Hold	1,990	–	–	﹤0.01%	664
2020 Q3	$30K	Buy	1,990 +180	+10%	+$3.2K	﹤0.01%	681
2020 Q2	$34K	Sell	1,810 -2,066	-53%	-$38.4K	﹤0.01%	641
2020 Q1	$56K	Sell	3,876 -2,000	-34%	-$47.4K	﹤0.01%	541
2019 Q4	$176K	Sell	5,876 -13,076	-69%	-$388K	0.01%	410
2019 Q3	$561K	Sell	18,952 -660	-3%	-$20K	0.04%	274
2019 Q2	$625K	Sell	19,612 -3,300	-14%	-$106K	0.04%	259
2019 Q1	$757K	Sell	22,912 -2,998	-12%	-$96.3K	0.06%	222
2018 Q4	$743K	Buy	25,910 +1,854	+8%	+$62K	0.06%	210
2018 Q3	$911K	Buy	24,056 +396	+2%	+$14.8K	0.07%	196
2018 Q2	$898K	Buy	23,660 +750	+3%	+$27.9K	0.07%	196
2018 Q1	$772K	Sell	22,910 -904	-4%	-$32K	0.06%	215
2017 Q4	$861K	Buy	23,814 +714	+3%	+$24.6K	0.07%	211
2017 Q3	$790K	Hold	23,100	–	–	0.07%	211
2017 Q2	$750K	Buy	23,100 +500	+2%	+$16.8K	0.07%	213
2017 Q1	$789K	Sell	22,600 -608	-3%	-$22K	0.08%	206
2016 Q4	$874K	Buy	23,208 +20	+0.1%	+$723	0.09%	188
2016 Q3	$818K	Sell	23,188 -4,000	-15%	-$137K	0.09%	189
2016 Q2	$928K	Buy	27,188 +300	+1%	+$9.9K	0.11%	187
2016 Q1	$832K	Buy	26,888 +1,400	+5%	+$40.6K	0.1%	190
2015 Q4	$768K	Sell	25,488 -1,342	-5%	-$44.2K	0.09%	204
2015 Q3	$821K	Buy	26,830 +10,900	+68%	+$367K	0.1%	197
2015 Q2	$599K	Buy	15,930 +8,450	+113%	+$335K	0.07%	235
2015 Q1	$290K	Buy	7,480 +5,980	+399%	+$232K	0.03%	319
2014 Q4	$59K	Buy	+1,500	New	+$62.4K	0.01%	510

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

WhitTier Trust Company's XLE Position: Q2 2026 in Review

WhitTier Trust Company reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 30% in Q2 2026, selling an estimated $524K and leaving 20,965 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #284.

WhitTier Trust Company first reported a position in XLE in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.8M in Q1 2026. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

WhitTier Trust Company held 20,965 shares of State Street Energy Select Sector SPDR ETF worth $1.15M as of Q2 2026.
WhitTier Trust Company sold 9,159 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $524K.
State Street Energy Select Sector SPDR ETF made up 0.02% of WhitTier Trust Company's portfolio in Q2 2026, its #284 holding.
WhitTier Trust Company first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
WhitTier Trust Company's State Street Energy Select Sector SPDR ETF position peaked at $1.8M in Q1 2026.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.