Ritter Daniher Financial Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ritter Daniher Financial Advisory’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	$35.3K	Sell	665 -196	-23%	-$11.2K	0.01%	306
2026 Q1	$52.7K	Buy	861 +1	+0.1%	+$54	0.01%	271
2025 Q4	$38.4K	Buy	+860	New	+$38.3K	0.01%	293
2025 Q1	–	Sell	-2,478	Closed	-$106K	–	332
2024 Q4	$106K	Buy	2,478 +20	+0.8%	+$909	0.03%	111
2024 Q3	$108K	Buy	2,458 +20	+0.8%	+$894	0.03%	112
2024 Q2	$111K	Buy	2,438 +18	+0.7%	+$838	0.04%	107
2024 Q1	$114K	Buy	2,420 +2,320	+2,320%	+$99.7K	0.04%	107
2023 Q4	$4.19K	Hold	100	–	–	﹤0.01%	276
2023 Q3	$4.52K	Buy	+100	New	+$4.38K	﹤0.01%	271

Other funds holding XLE

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return