Private Client Services’s Energy Select Sector SPDR Fund XLE Stock Holding History

Private Client 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	$420K	Sell
2025 Q2	$523K	Buy
2025 Q1	$468K	Sell
2024 Q4	$470K	Sell
2024 Q3	$489K	Sell
2024 Q2	$514K	Buy
2024 Q1	$518K	Sell
2023 Q4	$460K	Buy