4A
XLE icon

4Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

4Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$687K Buy
8,099
+2,057
+34% +$174K 0.7% 42
2025
Q1 		$565K Sell
6,042
-89
-1% -$8.32K 0.62% 53
2024
Q4 		$525K Buy
+6,131
New +$525K 0.53% 63