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Lighthouse Financial’s Energy Select Sector SPDR Fund XLE Stock Holding History

Lighthouse Financial’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 		$466K Hold
5,500
– – 0.36% 42
2025
Q1 		$514K Sell
5,500
-400
-7% -$37.4K 0.44% 38
2024
Q4 		$505K Buy
+5,900
New +$505K 0.41% 39