Demars Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Demars Financial 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	$859K	Sell	14,021 -606	-4%	-$32.5K	0.28%	44
2025 Q4	$654K	Sell	14,627 -575	-4%	-$25.6K	0.22%	47
2025 Q3	$679K	Sell	15,202 -2,768	-15%	-$121K	0.24%	44
2025 Q2	$762K	Sell	17,970 -2,408,148	-99%	-$100M	0.29%	33
2025 Q1	$13M	Buy	2,426,118 +138,732	+6%	+$6.26M	0.37%	29
2024 Q4	$13.4M	Buy	2,287,386 +2,063,416	+921%	+$93.8M	0.43%	29
2024 Q3	$9.83M	Buy	223,970 +4,962	+2%	+$222K	4.48%	5
2024 Q2	$9.98M	Buy	219,008 +7,052	+3%	+$328K	4.78%	6
2024 Q1	$10M	Buy	211,956 +7,960	+4%	+$342K	4.93%	6
2023 Q4	$8.55M	Buy	+203,996	New	+$8.72M	4.57%	6

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

Demars Financial Group's XLE Position: Q1 2026 in Review

Demars Financial Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.1% in Q1 2026, selling an estimated $32.5K and leaving 14,021 shares worth $859K. The position accounts for 0.28% of the portfolio, ranked #44.

Demars Financial Group first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.4M in Q4 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Demars Financial Group held 14,021 shares of State Street Energy Select Sector SPDR ETF worth $859K as of Q1 2026.
Demars Financial Group sold 606 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $32.5K.
State Street Energy Select Sector SPDR ETF made up 0.28% of Demars Financial Group's portfolio in Q1 2026, its #44 holding.
Demars Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Demars Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $13.4M in Q4 2024.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Demars Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.