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Atala Financial’s Energy Select Sector SPDR Fund XLE Stock Holding History

Atala Financial’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 		$248K Sell
2,925
-1,990
-40% -$169K 0.17% 109
2025
Q1 		$459K Sell
4,915
-570
-10% -$53.3K 0.33% 69
2024
Q4 		$470K Buy
+5,485
New +$470K 0.33% 67