Capital Planning Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Capital Planning Advisors’s Portfolio XLE Stock Details XLE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$413K	Buy
2022 Q3	–	Sell
2022 Q2	$14.3M	Buy
2019 Q4	–	Sell
2019 Q3	$21K	Buy
2017 Q3	–	Sell
2017 Q2	$382K	Sell
2017 Q1	$1.25M	Buy
2016 Q4	$1.09M	Buy