Litman Gregory Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$451K	Hold	10,078	–	–	0.03%	103
2025 Q3	$450K	Sell	10,078 -92	-0.9%	-$4.03K	0.03%	105
2025 Q2	$431K	Hold	10,170	–	–	0.03%	101
2025 Q1	$475K	Hold	10,170	–	–	0.04%	91
2024 Q4	$436K	Hold	10,170	–	–	0.04%	92
2024 Q3	$446K	Hold	10,170	–	–	0.04%	94
2024 Q2	$463K	Sell	10,170 -206	-2%	-$9.6K	0.04%	87
2024 Q1	$490K	Buy	10,376 +298	+3%	+$12.8K	0.04%	85
2023 Q4	$422K	Hold	10,078	–	–	0.04%	89
2023 Q3	$455K	Hold	10,078	–	–	0.05%	87
2023 Q2	$409K	Buy	+10,078	New	+$410K	0.05%	62
2023 Q1	–	Sell	-10,078	Closed	-$441K	–	109
2022 Q4	$441K	Hold	10,078	–	–	0.06%	60
2022 Q3	$363K	Hold	10,078	–	–	0.06%	55
2022 Q2	$360K	Buy	+10,078	New	+$404K	0.05%	68
2018 Q4	–	Sell	-112	Closed	-$4K	–	154
2018 Q3	$4K	Hold	112	–	–	﹤0.01%	105
2018 Q2	$4K	Hold	112	–	–	﹤0.01%	88
2018 Q1	$4K	Buy	+112	New	+$3.96K	﹤0.01%	155