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

Family Management’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	$41.5K	Hold
2025 Q2	$39.4K	Sell
2025 Q1	$85.4K	Buy
2024 Q4	$39.7K	Buy
2022 Q2	–	Sell
2022 Q1	$38K	Buy
2021 Q3	–	Sell
2021 Q2	$5K	Buy