Darwin Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Darwin Wealth Management’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	$151K	Sell	2,469 -39,174	-94%	-$2.1M	0.05%	149
2025 Q4	$1.86M	Buy	41,643 +1,497	+4%	+$66.7K	0.58%	48
2025 Q3	$1.79M	Buy	40,146 +2,640	+7%	+$116K	0.57%	51
2025 Q2	$1.59M	Sell	37,506 -102	-0.3%	-$4.25K	0.55%	53
2025 Q1	$1.61M	Hold	37,608	–	–	0.54%	53
2024 Q4	$1.61M	Buy	37,608 +37,024	+6,340%	+$1.68M	0.54%	53
2024 Q3	$25.6K	Sell	584 -6,506	-92%	-$291K	0.01%	287
2024 Q2	$323K	Sell	7,090 -4,970	-41%	-$231K	0.16%	61
2024 Q1	$569K	Buy	+12,060	New	+$518K	0.16%	92
2020 Q2	–	Sell	-348	Closed	-$5K	–	809
2020 Q1	$5K	Buy	+348	New	+$8.25K	﹤0.01%	602

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

Darwin Wealth Management's XLE Position: Q1 2026 in Review

Darwin Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 94% in Q1 2026, selling an estimated $2.1M and leaving 2,469 shares worth $151K. The position accounts for 0.05% of the portfolio, ranked #149.

Darwin Wealth Management first reported a position in XLE in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.86M in Q4 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Darwin Wealth Management held 2,469 shares of State Street Energy Select Sector SPDR ETF worth $151K as of Q1 2026.
Darwin Wealth Management sold 39,174 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $2.1M.
State Street Energy Select Sector SPDR ETF made up 0.05% of Darwin Wealth Management's portfolio in Q1 2026, its #149 holding.
Darwin Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 10 quarters since.
Darwin Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.86M in Q4 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.