Retirement Planning Group (New York)’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.52M	Buy	41,484 +351	+0.9%	+$29.8K	3.09%	12
2025 Q1	$3.84M	Buy	41,133 +658	+2%	+$61.5K	3.91%	7
2024 Q4	$3.47M	Buy	+40,475	New	+$3.47M	3.82%	9