HIW
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Holos Integrated Wealth’s Energy Select Sector SPDR Fund XLE Stock Holding History

Holos Integrated Wealth’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$24.5K Hold
289
– – 0.01% 147
2025
Q1 		$27K Hold
289
– – 0.02% 140
2024
Q4 		$24.8K Buy
+289
New +$24.8K 0.02% 143