Matthew Hamilton Rosenberg’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
2026 Q1	$70.5K	Hold	1,150	–	–	0.01%	382
2025 Q4	$51.4K	Hold	1,150	–	–	0.01%	418
2025 Q3	$51.4K	Buy	1,150 +226	+24%	+$9.89K	0.01%	419
2025 Q2	$39.2K	Sell	924 -5,172	-85%	-$215K	0.01%	474
2025 Q1	$285K	Hold	6,096	–	–	0.07%	135
2024 Q4	$261K	Hold	6,096	–	–	0.07%	141
2024 Q3	$268K	Hold	6,096	–	–	0.07%	147
2024 Q2	$278K	Sell	6,096 -282	-4%	-$13.1K	0.08%	132
2024 Q1	$303K	Hold	6,378	–	–	0.09%	117
2023 Q4	$267K	Buy	6,378 +5,176	+431%	+$221K	0.08%	131
2023 Q3	$54.3K	Buy	1,202 +4	+0.3%	+$175	0.02%	400
2023 Q2	$48.6K	Buy	1,198 +6	+0.5%	+$244	0.02%	435
2023 Q1	$49.4K	Buy	1,192 +138	+13%	+$5.9K	0.02%	465
2022 Q4	$46.1K	Buy	1,054 +4	+0.4%	+$174	0.02%	476
2022 Q3	$38K	Buy	1,050 +56	+6%	+$2.12K	0.01%	505
2022 Q2	$36K	Buy	994 +8	+0.8%	+$321	0.01%	524
2022 Q1	$38K	Buy	986 +310	+46%	+$10.7K	0.01%	492
2021 Q4	$19K	Buy	676 +6	+0.9%	+$170	0.01%	535
2021 Q3	$17K	Buy	670 +6	+0.9%	+$149	0.01%	522
2021 Q2	$18K	Buy	664 +4	+0.6%	+$104	0.01%	471
2021 Q1	$16K	Buy	660 +6	+0.9%	+$138	0.01%	458
2020 Q4	$12K	Buy	654 +8	+1%	+$138	0.01%	459
2020 Q3	$10K	Buy	646 +8	+1%	+$142	0.01%	459
2020 Q2	$12K	Buy	+638	New	+$11.9K	0.01%	464