Gries Financial’s Energy Select Sector SPDR Fund XLE Stock Holding History

Gries Financial’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	$673K	Sell
2025 Q2	$649K	Sell
2025 Q1	$1.13M	Buy
2024 Q4	$663K	Hold
2024 Q3	$679K	Hold
2024 Q2	$705K	Sell
2024 Q1	$738K	Hold
2023 Q4	$655K	Sell
2023 Q3	$722K	Buy