OneAscent Financial Services’s Energy Select Sector SPDR Fund XLE Stock Holding History

OneAscent Financial Services’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	–	Sell
2025 Q2	$569K	Sell
2025 Q1	$633K	Buy
2024 Q4	$423K	Buy
2024 Q3	–	Sell
2024 Q2	$855K	Buy