Jupiter Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Jupiter Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.17M	Buy
2025 Q1	$3.97M	Sell
2024 Q4	$5.14M	Sell
2024 Q3	$5.38M	Sell
2024 Q2	$5.83M	Sell
2024 Q1	$6.26M	Sell
2023 Q4	$6M	Hold
2023 Q3	$5.97M	Buy
2020 Q1	–	Sell
2019 Q4	$346K	Buy