Buska Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Buska Wealth Management’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 Q2	$5.74M	Sell	108,127 -8,478	-7%	-$485K	2.07%	13
2026 Q1	$7.14M	Sell	116,605 -19,557	-14%	-$1.05M	2.87%	8
2025 Q4	$6.09M	Sell	136,162 -48,662	-26%	-$2.17M	2.25%	12
2025 Q3	$8.26M	Sell	184,824 -42,170	-19%	-$1.85M	2.48%	11
2025 Q2	$9.63M	Buy	226,994 +13,730	+6%	+$572K	2.63%	10
2025 Q1	$9.96M	Buy	213,264 +8,134	+4%	+$367K	3.12%	7
2024 Q4	$8.79M	Buy	205,130 +17,690	+9%	+$804K	2.81%	9
2024 Q3	$8.23M	Buy	187,440 +12,032	+7%	+$538K	2.87%	9
2024 Q2	$7.99M	Buy	175,408 +12,088	+7%	+$563K	3.19%	8
2024 Q1	$7.71M	Buy	+163,320	New	+$7.02M	3.38%	7

Other funds holding XLE

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return