Collective Family Office’s Energy Select Sector SPDR Fund XLE Stock Holding History

Collective Family Office’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 Q3	$225K	Buy
2025 Q2	$204K	Sell
2025 Q1	$385K	Sell
2024 Q4	$490K	Sell
2024 Q3	$551K	Buy
2024 Q2	$501K	Hold
2024 Q1	$519K	Buy