Hartford Financial Management’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	$32.7K	Buy	533 +187	+54%	+$10K	0.01%	217
2025 Q4	$15.5K	Hold	346	–	–	﹤0.01%	249
2025 Q3	$15.5K	Hold	346	–	–	﹤0.01%	252
2025 Q2	$14.7K	Hold	346	–	–	﹤0.01%	262
2025 Q1	$16.2K	Hold	346	–	–	﹤0.01%	267
2024 Q4	$14.8K	Hold	346	–	–	﹤0.01%	280
2024 Q3	$15.2K	Hold	346	–	–	﹤0.01%	280
2024 Q2	$15.8K	Hold	346	–	–	﹤0.01%	283
2024 Q1	$16.3K	Hold	346	–	–	﹤0.01%	286
2023 Q4	$14.5K	Hold	346	–	–	﹤0.01%	289
2023 Q3	$15.6K	Hold	346	–	–	﹤0.01%	279
2023 Q2	$14K	Hold	346	–	–	﹤0.01%	264
2023 Q1	$14.3K	Hold	346	–	–	﹤0.01%	258
2022 Q4	$15.1K	Hold	346	–	–	﹤0.01%	257
2022 Q3	$12K	Hold	346	–	–	﹤0.01%	272
2022 Q2	$12K	Hold	346	–	–	﹤0.01%	276
2022 Q1	$13K	Hold	346	–	–	﹤0.01%	281
2021 Q4	$10K	Hold	346	–	–	﹤0.01%	293
2021 Q3	$9K	Hold	346	–	–	﹤0.01%	299
2021 Q2	$9K	Sell	346 -774	-69%	-$20.1K	﹤0.01%	303
2021 Q1	$27K	Buy	+1,120	New	+$25.8K	0.01%	236
2019 Q1	–	Sell	-100	Closed	-$3K	–	393
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	371
2018 Q3	$4K	Sell	100 -60	-38%	-$2.25K	﹤0.01%	376
2018 Q2	$6K	Hold	160	–	–	﹤0.01%	355
2018 Q1	$5K	Buy	+160	New	+$5.66K	﹤0.01%	297
2017 Q1	–	Sell	-248	Closed	-$9K	–	362
2016 Q4	$9K	Hold	248	–	–	0.01%	249
2016 Q3	$8K	Buy	248 +2	+0.8%	+$69	﹤0.01%	253
2016 Q2	$8K	Hold	246	–	–	﹤0.01%	230
2016 Q1	$7K	Buy	+246	New	+$7.14K	﹤0.01%	233
2014 Q1	–	Sell	-138	Closed	-$6K	–	277
2013 Q4	$6K	Hold	138	–	–	﹤0.01%	219
2013 Q3	$5K	Hold	138	–	–	﹤0.01%	236
2013 Q2	$5K	Buy	+138	New	+$5.47K	﹤0.01%	236