Darden Wealth Group’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$796K Sell
2025
Q2
$801K Sell
2025
Q1
$1.11M Sell
2024
Q4
$1.03M Sell
2024
Q3
$1.08M Sell
2024
Q2
$1.13M Buy
2024
Q1
$1.15M Buy
2023
Q4
$1.01M Buy