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Partners Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Partners Wealth Management’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 		$971K Hold
10,329
– – 1.11% 26
2025
Q1 		$965K Buy
10,329
+421
+4% +$39.3K 1.09% 27
2024
Q4 		$849K Buy
+9,908
New +$849K 0.97% 32