H&H Retirement Design & Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.56M Buy
2025
Q1
$3.82M Buy
2024
Q4
$4.35M Sell
2024
Q3
$4.41M Buy
2024
Q2
$4.02M Buy
2024
Q1
$4.11M Sell
2023
Q4
$4.17M Sell
2023
Q3
$4.43M Sell
2023
Q2
$4.2M Sell
2023
Q1
$4.42M Buy