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Northstar Financial Companies’s Energy Select Sector SPDR Fund XLE Stock Holding History

Northstar Financial Companies’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,498
Closed -$233K – 114
2025
Q1 		$233K Sell
2,498
-1,393
-36% -$130K 0.25% 92
2024
Q4 		$333K Buy
+3,891
New +$333K 0.32% 71