HHM Wealth Advisors’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 Q2	$22.6K	Buy	426 +1	+0.2%	+$57	﹤0.01%	506
2026 Q1	$26K	Buy	425 +2	+0.5%	+$107	﹤0.01%	467
2025 Q4	$18.9K	Buy	423 +187	+79%	+$8.33K	﹤0.01%	507
2025 Q3	$10.6K	Buy	236 +2	+0.9%	+$88	﹤0.01%	629
2025 Q2	$9.96K	Buy	234 +70	+43%	+$2.92K	﹤0.01%	611
2025 Q1	$7.64K	Buy	164 +2	+1%	+$90	﹤0.01%	627
2024 Q4	$6.95K	Buy	162 +2	+1%	+$91	﹤0.01%	641
2024 Q3	$7.06K	Sell	160 -572	-78%	-$25.6K	﹤0.01%	616
2024 Q2	$33.3K	Buy	732 +574	+363%	+$26.7K	0.01%	389
2024 Q1	$7.47K	Hold	158	–	–	﹤0.01%	571
2023 Q4	$6.58K	Buy	158 +2	+1%	+$86	﹤0.01%	597
2023 Q3	$7.03K	Sell	156 -528	-77%	-$23.1K	﹤0.01%	574
2023 Q2	$27.8K	Buy	684 +112	+20%	+$4.56K	0.01%	376
2023 Q1	$23.7K	Buy	572 +2	+0.4%	+$86	﹤0.01%	394
2022 Q4	$24.9K	Sell	570 -860	-60%	-$37.4K	0.01%	336
2022 Q3	$51K	Buy	1,430 +1,352	+1,733%	+$51.1K	0.01%	232
2022 Q2	$3K	Sell	78 -1,042	-93%	-$41.8K	﹤0.01%	727
2022 Q1	$43K	Hold	1,120	–	–	0.01%	332
2021 Q4	$31K	Sell	1,120 -460	-29%	-$13K	0.01%	364
2021 Q3	$41K	Hold	1,580	–	–	0.01%	322
2021 Q2	$43K	Hold	1,580	–	–	0.01%	322
2021 Q1	$39K	Buy	1,580 +1,100	+229%	+$25.4K	0.01%	314
2020 Q4	$9K	Hold	480	–	–	﹤0.01%	429
2020 Q3	$7K	Hold	480	–	–	﹤0.01%	417
2020 Q2	$9K	Buy	480 +460	+2,300%	+$8.55K	﹤0.01%	379
2020 Q1	$0	Buy	+20	New	+$474	﹤0.01%	471

Other funds holding XLE