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 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 $1.37T 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

Darden Wealth Group's XLE Position: Q1 2026 in Review

Darden Wealth Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.82% in Q1 2026, buying an estimated $7.56K and bringing the position to 17,384 shares worth $1.06M. The position accounts for 0.54% of the portfolio, ranked #41.

Darden Wealth Group first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q1 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Darden Wealth Group held 17,384 shares of State Street Energy Select Sector SPDR ETF worth $1.06M as of Q1 2026.
Darden Wealth Group bought 141 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $7.56K.
State Street Energy Select Sector SPDR ETF made up 0.54% of Darden Wealth Group's portfolio in Q1 2026, its #41 holding.
Darden Wealth Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Darden Wealth Group's State Street Energy Select Sector SPDR ETF position peaked at $1.15M in Q1 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.