Cary Street Partners’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.94M	Sell	22,922 -654	-3%	-$55.5K	0.05%	309
2025 Q1	$2.2M	Sell	23,576 -1,265	-5%	-$118K	0.07%	272
2024 Q4	$2.13M	Buy	+24,841	New	+$2.13M	0.07%	263