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Meriwether Wealth & Planning’s Energy Select Sector SPDR Fund XLE Stock Holding History

Meriwether Wealth & Planning’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.27M Sell
14,929
-3,811
-20% -$323K 0.79% 21
2025
Q1 		$1.75M Buy
18,740
+4,632
+33% +$433K 1.14% 15
2024
Q4 		$1.21M Buy
+14,108
New +$1.21M 0.86% 21