Darden Wealth Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Darden Wealth Group’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	–	Sell	-17,384	Closed	-$1.06M	–	168
2026 Q1	$1.06M	Buy	17,384 +141	+0.8%	+$7.56K	0.54%	41
2025 Q4	$771K	Sell	17,243 -581	-3%	-$25.9K	0.37%	57
2025 Q3	$796K	Sell	17,824 -1,064	-6%	-$46.6K	0.42%	55
2025 Q2	$801K	Sell	18,888 -4,952	-21%	-$206K	0.48%	51
2025 Q1	$1.11M	Sell	23,840 -208	-0.9%	-$9.38K	0.86%	33
2024 Q4	$1.03M	Sell	24,048 -606	-2%	-$27.5K	0.69%	37
2024 Q3	$1.08M	Sell	24,654 -86	-0.3%	-$3.84K	0.78%	32
2024 Q2	$1.13M	Buy	24,740 +482	+2%	+$22.4K	0.68%	30
2024 Q1	$1.15M	Buy	24,258 +132	+0.5%	+$5.67K	0.9%	28
2023 Q4	$1.01M	Buy	+24,126	New	+$1.03M	0.97%	25

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Darden Wealth Group's XLE Position: Q2 2026 in Review

Darden Wealth Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 17,384 shares — an estimated $1.06M sold.

Darden Wealth Group first reported a position in XLE in Q4 2023 and held it in 10 quarters. The position peaked at $1.15M in Q1 2024. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Darden Wealth Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Darden Wealth Group sold 17,384 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.06M.
Darden Wealth Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 10 quarters.
Darden Wealth Group's State Street Energy Select Sector SPDR ETF position peaked at $1.15M in Q1 2024.
2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.