Lion Street Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Lion Street Advisors’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	$468K	Sell
2025 Q1	$522K	Buy
2024 Q4	$412K	Sell
2024 Q3	$425K	Sell
2024 Q2	$480K	Buy
2024 Q1	$425K	Hold
2023 Q4	$425K	Sell
2023 Q3	$1.09M	Buy
2023 Q2	$503K	Buy
2023 Q1	$453K	Buy