MWM
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Maridea Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$571K Sell
6,734
-22,641
-77% -$1.92M 0.15% 131
2025
Q1
$2.75M Buy
29,375
+14,134
+93% +$1.32M 0.89% 22
2024
Q4
$1.31M Buy
+15,241
New +$1.31M 0.42% 39