Evelyn Partners Investment Management (Europe)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Evelyn Partners Investment Management (Europe)’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	$296K	Hold
2025 Q2	$281K	Hold
2025 Q1	$310K	Hold
2024 Q4	$284K	Buy