Cypress Wealth Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$315K Buy
2023
Q1
Sell
2022
Q4
$368K Buy
2022
Q3
$317K Buy
2021
Q1
Sell
2020
Q4
$402K Buy
2020
Q3
Sell
2020
Q2
$594K Buy
2020
Q1
$349K Buy