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Siligmueller & Norvid Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Siligmueller & Norvid Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$210K Sell
2,443
-240
-9% -$20.7K 0.08% 91
2025
Q1 		$251K Hold
2,683
– – 0.11% 86
2024
Q4 		$230K Buy
+2,683
New +$230K 0.1% 87