LRI Investments’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
Q3
$545K Sell
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