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

Meriwether Wealth & Planning’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 Q3	$1.2M	Sell
2025 Q2	$1.27M	Sell
2025 Q1	$1.75M	Buy
2024 Q4	$1.21M	Buy