Diversified Trust’s Energy Select Sector SPDR Fund XLE Stock Holding History

Diversified Trust’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.11M	Buy
2025 Q2	$715K	Sell
2025 Q1	$808K	Buy
2024 Q4	$240K	Sell
2024 Q3	$246K	Sell
2024 Q2	$296K	Buy
2024 Q1	$300K	Sell
2023 Q4	$284K	Buy
2023 Q3	$207K	Buy