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Oxinas Partners Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Oxinas Partners Wealth Management’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
2026
Q2 		$291K Sell
5,474
-778
-12% -$44.5K 0.11% 121
2026
Q1 		$383K Buy
6,252
+234
+4% +$12.6K 0.18% 94
2025
Q4 		$269K Sell
6,018
-28
-0.5% -$1.25K 0.13% 110
2025
Q3 		$270K Sell
6,046
-13,382
-69% -$586K 0.14% 103
2025
Q2 		$824K Sell
19,428
-316
-2% -$13.2K 0.42% 57
2025
Q1 		$923K Buy
19,744
+262
+1% +$11.8K 0.54% 52
2024
Q4 		$834K Sell
19,482
-1,662
-8% -$75.5K 0.49% 52
2024
Q3 		$928K Sell
21,144
-374
-2% -$16.7K 0.57% 50
2024
Q2 		$981K Sell
21,518
-676
-3% -$31.5K 0.65% 42
2024
Q1 		$1.05M Buy
22,194
+1,648
+8% +$70.8K 0.68% 38
2023
Q4 		$861K Sell
20,546
-2,522
-11% -$108K 0.61% 40
2023
Q3 		$1.04M Sell
23,068
-912
-4% -$39.9K 0.78% 34
2023
Q2 		$973K Sell
23,980
-152
-0.6% -$6.19K 0.64% 41
2023
Q1 		$999K Buy
24,132
+2,432
+11% +$104K 0.72% 39
2022
Q4 		$949K Sell
21,700
-1,340
-6% -$58.3K 0.8% 36
2022
Q3 		$830K Sell
23,040
-45,710
-66% -$1.73M 0.69% 41
2022
Q2 		$2.46M Buy
68,750
+19,190
+39% +$770K 1.87% 18
2022
Q1 		$1.89M Buy
49,560
+41,208
+493% +$1.43M 1.19% 25
2021
Q4 		$232K Buy
+8,352
New +$236K 0.13% 126
2021
Q3 		– Sell
-28,892
Closed -$778K – 169
2021
Q2 		$778K Sell
28,892
-25,038
-46% -$651K 0.45% 63
2021
Q1 		$1.32M Buy
+53,930
New +$1.24M 0.84% 35

Other funds holding XLE

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return