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 Q2	$88.8K	Sell	1,671 -798	-32%	-$45.6K	0.02%	191
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 $1.55T 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

Darwin Wealth Management's XLE Position: Q2 2026 in Review

Darwin Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 32% in Q2 2026, selling an estimated $45.6K and leaving 1,671 shares worth $88.8K. The position accounts for 0.02% of the portfolio, ranked #191.

Darwin Wealth Management first reported a position in XLE in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.86M in Q4 2025. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Darwin Wealth Management held 1,671 shares of State Street Energy Select Sector SPDR ETF worth $88.8K as of Q2 2026.
Darwin Wealth Management sold 798 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $45.6K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Darwin Wealth Management's portfolio in Q2 2026, its #191 holding.
Darwin Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 11 quarters since.
Darwin Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.86M in Q4 2025.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.