Advisor OS’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Advisor OS’s Portfolio XLE Stock Details XLE Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.85M	Buy
2023 Q2	–	Sell
2023 Q1	$3.2M	Buy
2022 Q4	$3.12M	Buy
2022 Q3	$2.2M	Buy
2022 Q2	$2.05M	Buy
2022 Q1	$1.43M	Buy
2021 Q4	$649K	Buy
2021 Q3	$264K	Buy
2021 Q2	$201K	Buy