Simplicity Wealth’s Energy Select Sector SPDR Fund XLE Stock Holding History

Simplicity Wealth’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
2025 Q3	$712K	Buy
2025 Q2	–	Sell
2025 Q1	$924K	Buy
2024 Q3	–	Sell
2024 Q2	$4.44M	Buy
2024 Q1	$4.35M	Buy
2022 Q4	–	Sell
2022 Q3	$267K	Buy
2022 Q2	$263K	Sell
2022 Q1	$597K	Sell
2021 Q4	$1.22M	Buy