Financial & Tax Architects’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
2026 Q1	$1.56M	Sell	25,492 -1,493	-6%	-$80.1K	0.35%	61
2025 Q4	$1.21M	Buy	26,985 +383	+1%	+$17.1K	0.27%	67
2025 Q3	$1.19M	Buy	+26,602	New	+$1.16M	0.26%	65
2025 Q2	–	Sell	-18,332	Closed	-$857K	–	115
2025 Q1	$857K	Buy	18,332 +3,638	+25%	+$164K	0.22%	62
2024 Q4	$629K	Buy	14,694 +1,428	+11%	+$64.9K	0.16%	70
2024 Q3	$582K	Sell	13,266 -812	-6%	-$36.3K	0.15%	72
2024 Q2	$642K	Sell	14,078 -454	-3%	-$21.1K	0.17%	64
2024 Q1	$686K	Sell	14,532 -2,720	-16%	-$117K	0.19%	63
2023 Q4	$723K	Sell	17,252 -2,256	-12%	-$96.5K	0.21%	59
2023 Q3	$882K	Buy	+19,508	New	+$854K	0.27%	47
2023 Q2	–	Sell	-22,248	Closed	-$921K	–	90
2023 Q1	$921K	Sell	22,248 -7,872	-26%	-$337K	0.3%	50
2022 Q4	$1.36M	Sell	30,120 -6,294	-17%	-$274K	0.46%	41
2022 Q3	$1.31M	Sell	36,414 -656	-2%	-$24.8K	0.49%	42
2022 Q2	$1.33M	Sell	37,070 -6,030	-14%	-$242K	0.5%	45
2022 Q1	$1.65M	Sell	43,100 -1,614	-4%	-$55.9K	0.62%	46
2021 Q4	$1.24M	Buy	44,714 +7,454	+20%	+$211K	0.51%	56
2021 Q3	$970K	Buy	37,260 +10,338	+38%	+$256K	0.44%	52
2021 Q2	$725K	Buy	26,922 +5,810	+28%	+$151K	0.36%	62
2021 Q1	$518K	Buy	+21,112	New	+$487K	0.29%	69