Lewis Asset Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Lewis Asset 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 Q3	$492K	Buy
2025 Q2	$439K	Buy
2025 Q1	$453K	Sell
2024 Q4	$434K	Sell
2024 Q3	$471K	Buy
2024 Q2	$456K	Buy
2024 Q1	$446K	Buy
2023 Q4	$347K	Buy