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Cherry Tree Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Cherry Tree Wealth Management’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 		$6.36K Hold
75
– – ﹤0.01% 454
2025
Q1 		$7.01K Hold
75
– – ﹤0.01% 484
2024
Q4 		$6.43K Buy
+75
New +$6.43K ﹤0.01% 462