J. Safra Sarasin Holding’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Hold
4,575
0.01% 382
2025
Q1
$428K Hold
4,575
0.01% 428
2024
Q4
$392K Hold
4,575
0.01% 425
2024
Q3
$402K Hold
4,575
0.01% 399
2024
Q2
$417K Buy
+4,575
New +$417K 0.01% 415