LRI Investments’s Energy Select Sector SPDR Fund XLE Stock Holding History

LRI Investments’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	$540K	Hold
2025 Q1	$595K	Buy
2024 Q4	$165K	Hold
2024 Q3	$183K	Buy
2024 Q2	$35.7K	Hold
2024 Q1	$37K	Buy