Dorsey & Whitney Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Dorsey & Whitney Trust’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	$2.52M	Buy	41,139 +6,349	+18%	+$341K	0.14%	138
2025 Q4	$1.56M	Buy	34,790 +5,180	+17%	+$231K	0.08%	203
2025 Q3	$1.32M	Hold	29,610	–	–	0.07%	224
2025 Q2	$1.26M	Sell	29,610 -4,360	-13%	-$182K	0.07%	229
2025 Q1	$1.59M	Sell	33,970 -3,138	-8%	-$141K	0.09%	196
2024 Q4	$1.59M	Buy	37,108 +1,984	+6%	+$90.2K	0.09%	192
2024 Q3	$1.54M	Buy	35,124 +2,014	+6%	+$90K	0.08%	197
2024 Q2	$1.51M	Buy	33,110 +710	+2%	+$33.1K	0.1%	163
2024 Q1	$1.53M	Buy	32,400 +2,748	+9%	+$118K	0.1%	167
2023 Q4	$1.24M	Buy	29,652 +444	+2%	+$19K	0.1%	185
2023 Q3	$1.32M	Buy	29,208 +672	+2%	+$29.4K	0.12%	162
2023 Q2	$1.16M	Sell	28,536 -3,946	-12%	-$161K	0.1%	195
2023 Q1	$1.35M	Buy	32,482 +150	+0.5%	+$6.41K	0.12%	160
2022 Q4	$1.41M	Sell	32,332 -1,616	-5%	-$70.3K	0.14%	148
2022 Q3	$1.22M	Buy	33,948 +5,772	+20%	+$218K	0.13%	157
2022 Q2	$1.01M	Buy	+28,176	New	+$1.13M	0.1%	182
2020 Q3	–	Sell	-14,054	Closed	-$266K	–	454
2020 Q2	$266K	Buy	+14,054	New	+$261K	0.04%	335
2020 Q1	–	Sell	-15,150	Closed	-$454K	–	465
2019 Q4	$454K	Sell	15,150 -9,078	-37%	-$269K	0.06%	240
2019 Q3	$717K	Sell	24,228 -704	-3%	-$21.3K	0.11%	169
2019 Q2	$795K	Sell	24,932 -19,140	-43%	-$613K	0.12%	152
2019 Q1	$1.46M	Sell	44,072 -322	-0.7%	-$10.3K	0.23%	98
2018 Q4	$1.27M	Buy	44,394 +6,392	+17%	+$214K	0.22%	104
2018 Q3	$1.44M	Buy	38,002 +9,606	+34%	+$360K	0.22%	100
2018 Q2	$1.08M	Buy	+28,396	New	+$1.06M	0.19%	115
2018 Q1	–	Sell	-12,880	Closed	-$466K	–	394
2017 Q4	$466K	Buy	12,880 +6,950	+117%	+$239K	0.09%	169
2017 Q3	$203K	Buy	+5,930	New	+$193K	0.04%	316

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

Dorsey & Whitney Trust's XLE Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q1 2026, buying an estimated $341K and bringing the position to 41,139 shares worth $2.52M. The position accounts for 0.14% of the portfolio, ranked #138.

Dorsey & Whitney Trust first reported a position in XLE in Q3 2017 and has held it in 26 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Dorsey & Whitney Trust held 41,139 shares of State Street Energy Select Sector SPDR ETF worth $2.52M as of Q1 2026.
Dorsey & Whitney Trust bought 6,349 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $341K.
State Street Energy Select Sector SPDR ETF made up 0.14% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #138 holding.
Dorsey & Whitney Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2017 and has held it in 26 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.