Holistic Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Holistic Planning’s Portfolio XLE Stock Details XLE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.16M	Sell
2025 Q4	$2.77M	Buy
2025 Q3	$2.62M	Sell
2025 Q2	$2.5M	Buy
2025 Q1	$2.62M	Buy
2024 Q4	$2.35M	Buy
2024 Q3	$937K	Buy