Sanders Morris Harris’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 Q1	–	Sell	-46,172	Closed	-$3.95M	–	308
2024 Q4	$3.95M	Buy	+46,172	New	+$3.95M	0.59%	29
2016 Q2	–	Sell	-7,511	Closed	-$465K	–	332
2016 Q1	$465K	Buy	+7,511	New	+$465K	0.08%	194