Sagespring Wealth Partners’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	$533K	Sell	6,289 -852	-12%	-$72.3K	0.01%	425
2025 Q1	$667K	Sell	7,141 -45	-0.6%	-$4.21K	0.02%	326
2024 Q4	$616K	Buy	+7,186	New	+$616K	0.02%	307