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Richards, Merrill & Peterson’s Energy Select Sector SPDR Fund XLE Stock Holding History

Richards, Merrill & Peterson’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-260
Closed -$24.3K – 480
2025
Q1 		$24.3K Buy
260
+100
+63% +$9.35K 0.01% 326
2024
Q4 		$13.7K Buy
+160
New +$13.7K 0.01% 361